Integrate SumoQuote with Formatter by Zapier to automate your work
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Connect SumoQuote and Formatter by Zapier to unlock the power of automation
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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.
- 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.
Try It - Project 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 It - Project Created
Triggers when a new SumoQuote project is created.
Try It - Report Signed
Triggers when a Report is signed by all signatories.
Try It - Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id