Jobber + SumoQuote

Create new SumoQuote projects from Jobber quotes effortlessly

Effortlessly streamline your sales process with this efficient workflow between Jobber and SumoQuote. When a new quote is created in Jobber, a project will be instantly set up in SumoQuote, saving you time and reducing the risk of manual entry errors. Enhance your productivity and keep your data consistent across both platforms with this seamless automation.

When this happens...
New Quote Created
Triggers when a quote is created.
TriggerInstant
automatically do this!
Create Project
Creates a new SumoQuote Project
ActionWrite

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Supported triggers and actions

What does this mean?

New Client Created
Triggers when a client is created.
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Instant
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New Invoice Created
Triggers when an invoice is created.
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Instant
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Job Closed
Triggers when a job is closed
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Instant
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Job Updated
Triggers when a job is updated
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Instant
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New Quote Created
Triggers when a quote is created.
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Instant
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New Request Created
Triggers when a request is created.
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Instant
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- Client IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or 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.
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Instant
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Report Signed
Triggers when a Report is signed by all signatories.
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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

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
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

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

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Related categories

Scheduling & Booking

About SumoQuote

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

Help

Related categories

Proposal & Invoice Management

Related Zap Templates

Create new SumoQuote projects from new Jobber requests

Related Zap Templates

Create new SumoQuote projects from new Jobber requests

Jobber + SumoQuote

Create new SumoQuote projects from Jobber quotes effortlessly

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Title

Create Request

Title

Find or Create Client

Client Search Term (eg. name, email, or company name)

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Email Clicked

Project Created

Report Signed

Create Project

Customer Last Name

Email

Phone

City

State

Zip Code

Project Id

Salesperson Email

Date Created

CompanyCam Project Id

Get Project by Id

Search Projects

Search Criteria

Salesperson Email

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Job

Title

Instructions

Start Date (yyyy-mm-dd)

Start Time (hh:mm:ss)

End Time (hh:mm:ss)

Add Note to Request

Find Client

Client Search Term (eg. name, email, or company name)

Email Bounced

Email Opened

Report Sent for Signatures

Project Updated

Update Project

Customer Last Name

Email Address

City

Postal Code

Phone Number