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.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Create Item
Create a new Item in a board
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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
