Put SumoQuote to work with AI and enterprise-grade automation
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HubSpot
Marketing Automation
Salesforce
CRM (Customer Relationship Management)
QuickBooks Online
Accounting
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
CompanyCam
Images & Design
HubSpot
Marketing Automation
Salesforce
CRM (Customer Relationship Management)
QuickBooks Online
Accounting
monday.com
Project Management
Pipedrive
CRM (Customer Relationship Management)
CompanyCam
Images & Design
Roofr
Sales & CRM
LeadConnector
Marketing Automation
Google Drive
File Management & Storage, Google
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItTriggerInstant - Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Updated
Triggers when a SumoQuote Project is updated.
Try ItTriggerInstant
- Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItTriggerInstant - Project Created
Triggers when a new SumoQuote project is created.
Try ItTriggerInstant - Report Signed
Triggers when a Report is signed by all signatories.
Try ItTriggerInstant - Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
ActionWrite
For builders
Let your AI safely access SumoQuote
Go beyond Zap workflows. Install Zapier in your AI to call SumoQuote actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in SumoQuote from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose SumoQuote actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a SumoQuote connection @ https://zapier.com/fr/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "sumoquote", owner: "me" });
await zapier.runAction({
app: 'sumoquote',
action: 'create_project',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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