Connect SumoQuote to Streak and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate SumoQuote with Streak - no code necessary. See how you can get setup in minutes.

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 Streak

An action is what takes place after the automation is triggered. For example, with Streak, the action could be "Add Contact to Box."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SumoQuote to Streak

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Connect SumoQuote and Streak to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect SumoQuote and Streak to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

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.

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 ID
  Required
- Customer First Name
  Required
- Customer Last Name
- Address Line 1
  Required
- Email
- City
- Zip Code
- Phone
- Date Created
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write

- PDF Id
  Required
Action
Search
- Pipeline
  Required
Trigger
Instant
Try It

- Stage
- Field
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Box Key
  Required
- Organization Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address
- Employee Count
- Logo URL
- Twitter
- Facebook
- LinkedIn
Action
Write
- Box Name or Key
  Required
- Pipeline
  Required
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
  Required
- Organization Name
  Required
- Notes
- Assigned To
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
  Required
- Box Name or Key
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- Contact First Name
- Contact Last Name
- Contact Email
  Required
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Number(s)
- Address
- Contact Notes
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Teams
Action
Search
- Pipelines
- Search Query
- Organization Name
  Required
- Pipeline
  Required
- Assigned To
- Notes
- GmailThreadID
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.
Trigger
Instant
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Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
Try It
- 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
- Project ID
  Required
Action
Search
- Search Criteria
- Salesperson Email
Action
Search
- Stage
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Team Key
  Required
Trigger
Instant
Try It
- Team Key
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Organization Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
  Required
- Text
  Required
- Due Date
- Assigned To
Action
Write
- Assigned To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Name or Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Organization Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or write

Automate Streak: get inspired on the Zapier blog

About SumoQuote

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

Help

Related categories

Proposal & Invoice Management

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Connect SumoQuote to Streak and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from SumoQuote

Setup an action from Streak

That’s it! You just connected SumoQuote to Streak

Connect SumoQuote and Streak to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect SumoQuote and Streak to unlock the power of automation

Supported triggers and actions

Automate Streak: get inspired on the Zapier blog

6 ways to automate Streak with Zapier

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}SumoQuote to Streak and automate any workflow

How Zapier works

Select a trigger from SumoQuote

Setup an action from Streak

That’s it! You just connected SumoQuote to Streak

Connect SumoQuote and Streak to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect SumoQuote and Streak to unlock the power of automation

Supported triggers and actions

Automate Streak: get inspired on the Zapier blog

6 ways to automate Streak with Zapier

Join millions worldwide who automate their work using Zapier

Connect SumoQuote to Streak and automate any workflow