monday.com + SumoQuote
Update multiple monday.com columns when new reports are signed in SumoQuote
When a report gets signed in SumoQuote, instantly update multiple column values in your monday.com boards. This streamlined workflow ensures all your record keeping is precise and up-to-date, allowing you to stay on top of business operations. Seamlessly bridge the gap between your quoting software and project management tool for enhanced efficiency and productivity.
When a report gets signed in SumoQuote, instantly update multiple column values in your monday.com boards. This streamlined workflow ensures all your record keeping is precise and up-to-date, allowing you to stay on top of business operations. Seamlessly bridge the gap between your quoting software and project management tool for enhanced efficiency and productivity.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Update Item
Change multiple column values of an item
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- 14 day trial for premium features & apps
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
