MaintainX + SumoQuote
Create new MaintainX work orders when reports are signed in SumoQuote
When a report is signed in SumoQuote, this workflow instantly creates a work order in MaintainX. Streamline your operations and enhance productivity by initiating tasks as soon as a report is finalized. No more manual data transfers - get everything sorted out seamlessly. Boost your efficiency by letting this automation do the work for you.
When a report is signed in SumoQuote, this workflow instantly creates a work order in MaintainX. Streamline your operations and enhance productivity by initiating tasks as soon as a report is finalized. No more manual data transfers - get everything sorted out seamlessly. Boost your efficiency by letting this automation do the work for you.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Create Work Order
Creates a new Work Order.
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
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.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id