SumoQuote and Salesflare
How to connect SumoQuote
- Via Zapier — 12 operations available. Set it up ↗
About SumoQuote
SumoQuote is a better way to build beautiful proposals so you can win more work.
SumoQuote operations on Zapier
Triggers (7)
Start a workflow when this happens
- Email Bounced — Triggers when a notification, sent from SumoQuote has bounced.
- Email Clicked — Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
- Email Opened — Triggers when an email, sent from SumoQuote, has been opened for the first time.
- Project Created — Triggers when a new SumoQuote project is created.
- Project Updated — Triggers when a SumoQuote Project is updated.
Show 2 more triggers
- 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.
- Report Signed — Triggers when a Report is signed by all signatories.
Actions (2)
Things Salesflare can make it do
- Create Project — Creates a new SumoQuote Project
- Update Project — Updates a Project
Searches (3)
Look up existing records
- Get PDF — Retrieves a PDF by ID
- Get Project by Id — Finds a Project by Id
- Search Projects — Searches for SumoQuote projects that match a given criteria
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