SumoQuote + Zapier Tables
Create records in Zapier Tables for new projects in SumoQuote
Streamline your project management process with this efficient workflow. Whenever a new project is initiated in SumoQuote, a corresponding record is immediately created in Tables. This takes the hassle out of manual data entry, ensuring that your project information is neatly organized and always up-to-date. It allows you to devote your valuable time to more critical aspects of your project.
Streamline your project management process with this efficient workflow. Whenever a new project is initiated in SumoQuote, a corresponding record is immediately created in Tables. This takes the hassle out of manual data entry, ensuring that your project information is neatly organized and always up-to-date. It allows you to devote your valuable time to more critical aspects of your project.
- When this happens...Project Created
Triggers when a new SumoQuote project is created.
- automatically do this!Create Record
Creates a new record on a table.
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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