HOVER + LeadConnector + SumoQuote Integrations

How to connect HOVER + LeadConnector + SumoQuote

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Do even more with HOVER + LeadConnector + SumoQuote

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with HOVER, LeadConnector, and SumoQuote. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Inspection Checklist Created
Trigger when a new Inspection Checklist is created within your Hover organization
Trigger
Instant
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- Job State
Trigger
Instant
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- Signed Only
- EmailRequired
Trigger
Scheduled
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- Approver EmailRequired
- Job IDRequired
Action
Write
- Capturing UserRequired
- Job Name
- Customer Name
- Customer Email
- Customer Phone
- Location Line 1Required
- Location Line 2
- City
- State or Region
- Zip or Postal Code
- Country
- External Identifier
- Deliverable Type
- Payment Method
Action
Write

- Capture Request IDRequired
- EmailRequired
Action
Write
- Unique ID of the Material ListRequired
Action
Write

- File TypeRequired
- EmailRequired
- Job IDRequired
Action
Write
- Approver EmailRequired
- Job IDRequired
- EmailRequired
- Org IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
- Search FieldRequired
- Job State
- Job Deliverable
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date Of Birth
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
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 NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- IdRequired
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

- EmailRequired
Trigger
Scheduled
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- Order Type
- EmailRequired
Trigger
Scheduled
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Material List Created
Trigger when a new Material List is created within your Hover organization
Trigger
Instant
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- EmailRequired
- Job IDRequired
- Upgrade Jobs?
Action
Write
- Sender EmailRequired
- Capturing User NameRequired
- Capturing User EmailRequired
- Capturing User Phone
- Job Name
- Location Line 1Required
- Location Line 2
- City
- State or Region
- Zip or Postal Code
- Country
- External Identifier
- Signup Type
- Suppress HOVER Email
- Deliverable Type
- Payment Method
Action
Write
- Job ID associated with the Inspection ChecklistRequired
Action
Write
- Job IDRequired
Action
Write
- Job IDRequired
Action
Write
- Upgrader EmailRequired
- Job IDRequired
- Deliverable TypeRequired
Action
Write
- Admin EmailRequired
- Search FieldRequired
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
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 IDRequired
- Customer First NameRequired
- Customer Last Name
- AddressRequired
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- PDF IdRequired
Action
Search

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How HOVER + LeadConnector + SumoQuote Integrations Work

Step 1: Authenticate HOVER, LeadConnector, and SumoQuote.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.