Google Sheets + SumoQuote

Create spreadsheet rows in Google Sheets for each signed report in SumoQuote

Whenever a report is signed off in SumoQuote, streamline your workflow by having a new row created instantly in Google Sheets. This automation not only saves valuable time but also ensures that every key datum from your report signings gets recorded systematically in a single, easy-to-access space. Achieve a seamless data management experience in your business by integrating SumoQuote with Google Sheets.

Whenever a report is signed off in SumoQuote, streamline your workflow by having a new row created instantly in Google Sheets. This automation not only saves valuable time but also ensures that every key datum from your report signings gets recorded systematically in a single, easy-to-access space. Achieve a seamless data management experience in your business by integrating SumoQuote with Google Sheets.

  1. When this happens...
    SumoQuoteSumoQuote
    Report Signed

    Triggers when a Report is signed by all signatories.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • SumoQuote triggers, actions, and search

    Email Clicked

    Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Project Created

    Triggers when a new SumoQuote project is created.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Report Signed

    Triggers when a Report is signed by all signatories.

    Trigger
    Instant
    Try It
    • 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
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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sumoquote logo

About SumoQuote

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

Related categories

  • Proposal & Invoice Management