Microsoft Excel + SumoQuote
Create rows in Microsoft Excel for new signed reports in SumoQuote
Manage your signed reports efficiently with this workflow integrating SumoQuote and Microsoft Excel. Whenever a report is signed in SumoQuote, the details are instantly logged as a new row in your designated Excel spreadsheet. This process not only minimizes potential errors but also saves your valuable time previously spent on manual data entry, offering streamlined report management.
Manage your signed reports efficiently with this workflow integrating SumoQuote and Microsoft Excel. Whenever a report is signed in SumoQuote, the details are instantly logged as a new row in your designated Excel spreadsheet. This process not only minimizes potential errors but also saves your valuable time previously spent on manual data entry, offering streamlined report management.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
