monday.com + SumoQuote

Create new items in monday.com when reports are signed in SumoQuote

Boost your project management efficiency with this seamless workflow. The moment a report gets signed in SumoQuote, an item is instantly created in monday.com. It's a simple, streamlined way to ensure swift follow-through on important reports, saving you valuable time and enriching your productivity. Eliminate the need for manual data entry and foster better team collaboration.

Boost your project management efficiency with this seamless workflow. The moment a report gets signed in SumoQuote, an item is instantly created in monday.com. It's a simple, streamlined way to ensure swift follow-through on important reports, saving you valuable time and enriching your productivity. Eliminate the need for manual data entry and foster better team collaboration.

  1. When this happens...
    SumoQuoteSumoQuote
    Report Signed

    Triggers when a Report is signed by all signatories.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

  • SumoQuote triggers, actions, and search

    Email Clicked

    Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Project Created

    Triggers when a new SumoQuote project is created.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Report Signed

    Triggers when a Report is signed by all signatories.

    Trigger
    Instant
    Try It
    • Customer First NameRequired

    • Customer Last Name

    • Email

    • Phone

    • Address Line 1Required

    • City

    • State

    • Zip Code

    • Project Id

    • Salesperson Email

    • Date Created

    • CompanyCam Project Id

    Action
    Write
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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sumoquote logo
sumoquote logo

About SumoQuote

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

Related categories

  • Proposal & Invoice Management