Create integrations between Surefire Local Platform and SumoQuote to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead Received
Triggers when a new lead is created.
Try It - Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try It - Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try It - 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.
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- Client
- First Name
- Last Name
- Email
- Phone
- Address
- Address2
- Address3
- City
- State
- Country
- Zip
- Notes
- Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try It - Project Created
Triggers when a new SumoQuote project is created.
Try It - Report Signed
Triggers when a Report is signed by all signatories.
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