Instant Roofer + SumoQuote
Create projects in SumoQuote from Instant Roofer leads
Prep your project workflows without getting bogged down in manual updates. This Zap will create a project in Sumoquote for each new Instant Roofer lead.
Prep your project workflows without getting bogged down in manual updates. This Zap will create a project in Sumoquote for each new Instant Roofer lead.
- When this happens...New Lead
Triggers when a roof replacement is requested.
- automatically do this!Create Project
Creates a new SumoQuote Project
- Free forever for core features
- 14 day trial for premium features & apps
New Lead
Triggers when a roof replacement is requested.
Try ItEmail 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 It
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