Google Sheets + SumoQuote
Create multiple spreadsheet rows in Google Sheets from new SumoQuote reports sent for signatures
Ensure your sales process runs smoothly with this convenient workflow. Whenever a quote report is sent for signatures in SumoQuote, corresponding data rows are instantly created in your Google Sheets spreadsheet. This seamless integration not only saves you time from manual data entry but also helps watch the progress of your quotes, keeping your team aligned and informed.
Ensure your sales process runs smoothly with this convenient workflow. Whenever a quote report is sent for signatures in SumoQuote, corresponding data rows are instantly created in your Google Sheets spreadsheet. This seamless integration not only saves you time from manual data entry but also helps watch the progress of your quotes, keeping your team aligned and informed.
- When this happens...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.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
