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Integrate AccuLynx with SumoQuote to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate AccuLynx with SumoQuote - no code necessary. See how you can get setup in minutes.

Select a trigger from AccuLynx

A trigger is an event that starts your Zap and runs the workflow. For example, with AccuLynx, a trigger could be "List of Jobs by Milestone."

A trigger is the event that kicks off your automated workflow.

Setup an action from SumoQuote

An action is what takes place after the automation is triggered. For example, with SumoQuote, the action could be "Create Project."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected AccuLynx to SumoQuote

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Triggers and actions are the main components of every automated workflow.

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect AccuLynx to SumoQuote with a Zapier template.

Our most popular template

List new or updated jobs by milestone in AccuLynx and create projects in SumoQuote
Details
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AccuLynx + SumoQuote
Create new AccuLynx leads from bounced SumoQuote emails
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SumoQuote + AccuLynx
Create new AccuLynx leads from signed SumoQuote reports
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SumoQuote + AccuLynx

List new or updated jobs by milestone in AccuLynx and create projects in SumoQuote

AccuLynx + SumoQuote

Create new AccuLynx leads from bounced SumoQuote emails

SumoQuote + AccuLynx

Create new AccuLynx leads from signed SumoQuote reports

SumoQuote + AccuLynx

Make work flow with AI

Level up your AccuLynx to SumoQuote integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect AccuLynx and SumoQuote to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect AccuLynx and SumoQuote to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

- Standard Milestones
  Required
Trigger
Scheduled
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
Instant
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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.
Trigger
Instant
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project ID
  Required
- Customer First Name
  Required
- Customer Last Name
- Address Line 1
  Required
- Email
- City
- Zip Code
- Phone
- Date Created
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- PDF Id
  Required
Action
Search

- First name
  Required
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extention 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
Action
Write
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
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Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
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Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
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- Customer First Name
  Required
- Customer Last Name
- Email
- Phone
- Address Line 1
  Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- Project ID
  Required
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

Learn how to automate AccuLynx on the Zapier blog

Learn how to automate SumoQuote on the Zapier blog

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About SumoQuote

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

Related categories

Proposal & Invoice Management

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