SumoQuote + Zoho Books
Create new Zoho Books customers from signed SumoQuote reports
Simplify your customer management process by connecting SumoQuote with Zoho Books. As soon as a report is signed in SumoQuote, this workflow instantly creates a new customer in Zoho Books. This connection ensures your customer data remains up to date and accurate, eliminating the need for repetitive manual entry. Experience a streamlined client tracking process and maintain a well-organized workspace.
Simplify your customer management process by connecting SumoQuote with Zoho Books. As soon as a report is signed in SumoQuote, this workflow instantly creates a new customer in Zoho Books. This connection ensures your customer data remains up to date and accurate, eliminating the need for repetitive manual entry. Experience a streamlined client tracking process and maintain a well-organized workspace.
- When this happens...Report Signed
Triggers when a Report is signed by all signatories.
- automatically do this!Create Customer
Creates a new customer.
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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