ServiceTitan + SumoQuote

Create job attachments in ServiceTitan when reports are sent for signatures in SumoQuote

Save time and simplify your workflow with this effortless integration between SumoQuote and ServiceTitan. When you send a report for signatures in SumoQuote, it triggers a response that creates job attachments in ServiceTitan. This efficient process not only eliminates manual data entry but also ensures that your job documents are always up-to-date and organized in ServiceTitan. Streamline your operations with this seamless connection that efficiently manages your reports and job attachments.

Save time and simplify your workflow with this effortless integration between SumoQuote and ServiceTitan. When you send a report for signatures in SumoQuote, it triggers a response that creates job attachments in ServiceTitan. This efficient process not only eliminates manual data entry but also ensures that your job documents are always up-to-date and organized in ServiceTitan. Streamline your operations with this seamless connection that efficiently manages your reports and job attachments.

  1. When this happens...
    SumoQuoteSumoQuote
    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.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Job Attachments

    Add attachments to a job

    ActionWrite
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Supported triggers and actions

  • SumoQuote triggers, actions, and search

    Email Clicked

    Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Project Created

    Triggers when a new SumoQuote project is created.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Report Signed

    Triggers when a Report is signed by all signatories.

    Trigger
    Instant
    Try It
    • 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
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About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sumoquote logo
sumoquote logo

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

Related categories

  • Proposal & Invoice Management