SumoQuote + Webhooks by Zapier + Code by Zapier Integrations

How to connect SumoQuote + Webhooks by Zapier + Code by Zapier

Zapier lets you send info between SumoQuote and Webhooks by Zapier and Code by Zapier automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with SumoQuote + Webhooks by Zapier + Code by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SumoQuote, Webhooks by Zapier, and Code by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
Instant
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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.
Trigger
Instant
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project IDRequired
- Customer First NameRequired
- Customer Last Name
- AddressRequired
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write

- PDF IdRequired
Action
Search
- URLRequired
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Scheduled
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- Pick off a Child Key
Trigger
Instant
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- URLRequired
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write
- CodeRequired
- Zap Id
Trigger
Scheduled
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- Input Data
- CodeRequired
- Zap Id
Action
Write

Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
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Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
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Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
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- 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
- IdRequired
Action
Search
- Search Criteria
- Salesperson Email
Action
Search
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
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- MethodRequired
- URLRequired
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write
- CodeRequired
- Zap Id
Trigger
Scheduled
Try It
- Input Data
- CodeRequired
- Zap Id
Action
Write

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How SumoQuote + Webhooks by Zapier + Code by Zapier Integrations Work

Step 1: Authenticate SumoQuote, Webhooks by Zapier, and Code by Zapier.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect SumoQuote + Webhooks by Zapier + Code by Zapier

About SumoQuote

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

Related categories

Proposal & Invoice Management

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Related categories

About Code by Zapier

Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.

Related categories

Other SumoQuote + Webhooks by Zapier Integrations

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SumoQuote + Webhooks by Zapier + Code by Zapier Integrations

How to connect SumoQuote + Webhooks by Zapier + Code by Zapier

Do even more with SumoQuote + Webhooks by Zapier + Code by Zapier

Email Bounced

Email Opened

Report Sent for Signatures

Project Updated

Update Project

Customer First NameRequired

Customer Last Name

AddressRequired

Email Address

City

Postal Code

Phone Number

Intake Date

Won Date

Lost Date

Revenue

Salesperson

Project State

Get PDF

PDF IdRequired

Retrieve Poll

URLRequired

Key

Deduplication Key

Xpath

Basic Auth

Headers

Catch Hook

Pick off a Child Key

GET

URLRequired

Query String Params

Send As JSON

JSON key

Unflatten

Basic Auth

Headers

PUT

URLRequired

Payload Type

Data

Wrap Request In Array

File

Unflatten

Basic Auth

Headers

Run Python

CodeRequired

Zap Id

Run Python

Input Data

CodeRequired

Zap Id

Email Clicked

Project Created

Report Signed

Create Project

Customer First NameRequired

Customer Last Name

Email

Phone

Address Line 1Required

City

State

Zip Code

Project Id

Salesperson Email

Date Created

CompanyCam Project Id

Get Project by Id

IdRequired

Search Projects

Search Criteria

Salesperson Email