ClickUp + SumoQuote
Create tasks in ClickUp when new signed reports are detected in SumoQuote
Streamline your task management with this useful workflow. Whenever a report gets signed in SumoQuote, a new task is instantly created in ClickUp. This not only ensures prompt follow-ups but also enhances efficiency and productivity in your team's day-to-day operations. No more manual tracking; make every signed report a task that drives your business forward.
Streamline your task management with this useful workflow. Whenever a report gets signed in SumoQuote, a new task is instantly created in ClickUp. This not only ensures prompt follow-ups but also enhances efficiency and productivity in your team's day-to-day operations. No more manual tracking; make every signed report a task that drives your business forward.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Create Task
Creates a new task.
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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
