monday.com + SumoQuote
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.
- When this happens...Report SignedTriggers when a Report is signed by all signatories.
- automatically do this!Create ItemCreate a new Item in a board
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More things you can do with SumoQuote and monday.com
Discover other triggers and actions you can use with SumoQuote and monday.com
- Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItTriggerInstant - Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItTriggerInstant - Report 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 ItTriggerInstant - Project Updated
Triggers when a SumoQuote Project is updated.
Try ItTriggerInstant
- Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItTriggerInstant - Project Created
Triggers when a new SumoQuote project is created.
Try ItTriggerInstant - Report Signed
Triggers when a Report is signed by all signatories.
Try ItTriggerInstant - Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
ActionWrite
