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  • SumoQuote logoSumoQuote logo

JobNimbus + SumoQuote Integrations

How to connect JobNimbus + SumoQuote

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  • JobNimbus triggers, actions, and search
    Activity Created
    Trigger when a new activity is created.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Contact Created, Modified or Deleted
    Trigger when a new contact is created, modified or deleted.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Job Created, Modified or Deleted
    Trigger when a new job is created, modified or deleted.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Create Attachment
    Creates a new attachment.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Create Contact (Legacy)
    Creates a new contact.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Create Contact
    Creates a new contact with Display Name.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Update Contact (Legacy)
    Update an existing contact.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Update Contact
    Update an existing contact with Display Name.
    Action
    Write
  • 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

  1. Step 1: Authenticate JobNimbus and SumoQuote.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
jobnimbus logo
jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.
Learn more
sumoquote logo
sumoquote logo

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

Get started for free

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