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Connect SumoQuote to ServiceTitan and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from SumoQuote

A trigger is an event that starts your Zap and runs the workflow. For example, with SumoQuote, a trigger could be "Email Bounced."
A trigger is the event that kicks off your automated workflow.

Setup an action from ServiceTitan

An action is what takes place after the automation is triggered. For example, with ServiceTitan, the action could be "Apply Tag to Customer."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SumoQuote to ServiceTitan

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Triggers and actions are the main components of every automated workflow.

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Choose a Trigger
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Choose an Action

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.

  • SumoQuote triggers, actions, and search
    Email Bounced

    Triggers when a notification, sent from SumoQuote has bounced.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search
    Email Opened

    Triggers when an email, sent from SumoQuote, has been opened for the first time.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search
    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
    Try It
  • SumoQuote triggers, actions, and search
    Project Updated

    Triggers when a SumoQuote Project is updated.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search
    Email Clicked

    Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search
    Project Created

    Triggers when a new SumoQuote project is created.

    Trigger
    Instant
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  • SumoQuote triggers, actions, and search
    Report Signed

    Triggers when a Report is signed by all signatories.

    Trigger
    Instant
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    • Customer First Name
      Required
    • Customer Last Name
    • Email
    • Phone
    • Address Line 1
      Required
    • City
    • State
    • Zip Code
    • Project Id
    • Salesperson Email
    • Date Created
    • CompanyCam Project Id
    Action
    Write
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About SumoQuote
SumoQuote is a better way to build beautiful proposals so you can win more work.
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Related categories
  • Proposal & Invoice Management
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About ServiceTitan
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
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