JobNimbus + SumoQuote Integrations
How to connect JobNimbus + SumoQuote
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Activity CreatedTrigger when a new activity is created.Trigger- Contact Created, Modified or DeletedTrigger when a new contact is created, modified or deleted.Trigger
- Job Created, Modified or DeletedTrigger when a new job is created, modified or deleted.Trigger
- Create AttachmentCreates a new attachment.Action
- Create Contact (Legacy)Creates a new contact.Action
- Create ContactCreates a new contact with Display Name.Action
- Update Contact (Legacy)Update an existing contact.Action
- Update ContactUpdate an existing contact with Display Name.Action
- JobNimbus
Search for a JobNimbus contact by Email.
Scheduled
Action
- JobNimbus
Search for a JobNimbus contact by ID.
Scheduled
Action
- SumoQuote
Triggers when a notification, sent from SumoQuote has bounced.
Instant
Trigger
- SumoQuote
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Instant
Trigger
- SumoQuote
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Instant
Trigger
- SumoQuote
Triggers when a new SumoQuote project is created.
Instant
Trigger
- SumoQuote
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Instant
Trigger
- SumoQuote
Triggers when a Report is signed by all signatories.
Instant
Trigger
- SumoQuote
Triggers when a SumoQuote Project is updated.
Instant
Trigger
- SumoQuote
Creates a new SumoQuote Project
Scheduled
Action
- SumoQuote
Updates a Project
Scheduled
Action
- SumoQuote
Finds a Project by Id
Scheduled
Action
- SumoQuote
Searches for SumoQuote projects that match a given criteria
Scheduled
Action
How JobNimbus + SumoQuote Integrations Work
- Step 1: Authenticate JobNimbus and SumoQuote.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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