Integrate AccuLynx with SumoQuote to automate your work
How Zapier works
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
Setup an action from SumoQuote
That’s it! You just connected AccuLynx to SumoQuote
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Quickly connect AccuLynx to SumoQuote with a Zapier template.
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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.
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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.
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 MilestonesRequired
Try It- Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try It - Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try It - 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.
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- First nameRequired
- 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
- Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try It - Project Created
Triggers when a new SumoQuote project is created.
Try It - Report Signed
Triggers when a Report is signed by all signatories.
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