CompanyCam + SumoQuote
Add new SumoQuote projects to CompanyCam effortlessly with this workflow
Start a new project in SumoQuote and watch as the same project is instantly set up in your CompanyCam account. This workflow streamlines your process, letting you jump straight into work without spending time manually transferring information between systems. Enhance your project management efficiency and ensure consistency across platforms with this seamless automation.
Start a new project in SumoQuote and watch as the same project is instantly set up in your CompanyCam account. This workflow streamlines your process, letting you jump straight into work without spending time manually transferring information between systems. Enhance your project management efficiency and ensure consistency across platforms with this seamless automation.
- When this happens...Project Created
Triggers when a new SumoQuote project is created.
- automatically do this!Add Project
Creates a new project in your account.
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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