Evernote + SumoQuote

Create new SumoQuote projects from new Evernote notebooks

Streamline your project management by connecting Evernote and SumoQuote. With this workflow, each new notebook you create in Evernote instantly transforms into a new project in SumoQuote. Enjoy organized, seamless transition from notes to project execution, saving your time and enhancing productivity.

When this happens...
New Notebook
Triggers when a new notebook is added to Evernote.
TriggerPolling
automatically do this!
Create Project
Creates a new SumoQuote Project
ActionWrite

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Supported triggers and actions

- Notebook
Trigger
Polling
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- Notebook
Trigger
Polling
Try It
- TagsRequired
- NoteRequired
Action
Write
- NotebookRequired
- Make links public
- TitleRequired
- ContentRequired
- Tags
- Reminder Time
- Reminder Done Time
- Attachment
- Source Url
Action
Write
- NameRequired
Action
Write

- NameRequired
- Notebook
Action
Search
- NameRequired
- Notebook
Action
Search or write

Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
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Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
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Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
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- 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
- IdRequired
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Polling
Try It
- TagRequired
- Notebook
Trigger
Polling
Try It
- NotebookRequired
- TitleRequired
- ContentRequired
Action
Write
- NameRequired
- Stack
Action
Write
- TitleRequired
- Notebook
- Tags
Action
Search
- TitleRequired
- NotebookRequired
- Tags
- Make links public
- ContentRequired
- Reminder Time
- Reminder Done Time
- Attachment
- Source Url
Action
Search or write
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
Instant
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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.
Trigger
Instant
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project IDRequired
- Customer First NameRequired
- Customer Last Name
- AddressRequired
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- PDF IdRequired
Action
Search

About Evernote

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices. Using Evernote for work? See Evernote Business.

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