Google Sheets + SumoQuote
Create Google Sheets spreadsheets from new SumoQuote projects
Streamline your project management process with this automation. With every new project you create in SumoQuote, a corresponding spreadsheet will be created in Google Sheets. This will save you valuable time on data entry, make it easier to track project progress, and ultimately increase productivity. Experience seamless integration between SumoQuote and Google Sheets that effortlessly keeps your projects organized.
Streamline your project management process with this automation. With every new project you create in SumoQuote, a corresponding spreadsheet will be created in Google Sheets. This will save you valuable time on data entry, make it easier to track project progress, and ultimately increase productivity. Experience seamless integration between SumoQuote and Google Sheets that effortlessly keeps your projects organized.
- When this happens...Project Created
Triggers when a new SumoQuote project is created.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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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
