SumoQuote and Salesflare

How to connect SumoQuote

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

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.

Things Salesflare can make it do

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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