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SumoQuote Integration Build Smarter Automated Workflows

Connect SumoQuote with 674+ apps and build intelligent automations.
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Supported Triggers and Actions in SumoQuote

Workflow is a set of actions. Trigger is an event that starts the workflow, and an action is an event that is executed by workflow to sync data with your app.

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    Project Created

    Triggers when a new project is created.

    Trigger
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    Project Updated

    Triggers when an existing project is updated.

    Trigger
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    Project Deleted

    Triggers when an existing project is deleted.

    Trigger
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    Report Signed

    Triggers when a report is signed.

    Trigger
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    Report Sent

    Triggers when a report is sent.

    Trigger
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    Report Deleted

    Triggers when an existing report is deleted.

    Trigger
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    Email Bounced

    Triggers when an email is bounced.

    Trigger
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    Email Clicked

    Triggers when an email is clicked.

    Trigger
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    Email Opened

    Triggers when an email is opened.

    Trigger
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    Quote Sent for Signature

    Triggers when a quote is sent for signature.

    Trigger
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    Signatory Signed

    Triggers when an signatory has signed.

    Trigger

Popular SumoQuote Workflows

See how teams are using SumoQuote with FlowMattic to automate their work

SumoQuote
Google Sheets

Log every new SumoQuote project in a Google Sheets spreadsheet

SumoQuote + Google Sheets
SumoQuote
Slack

Send a Slack alert when a SumoQuote report is signed

SumoQuote + Slack
SumoQuote
HubSpot CRM

Create a HubSpot CRM deal when a SumoQuote quote is sent for signature

SumoQuote + HubSpot CRM
SumoQuote
Discord

Notify the sales team in Discord when a SumoQuote email is opened

SumoQuote + Discord
SumoQuote
Todoist

Add a Todoist follow-up task when a SumoQuote email bounces

SumoQuote + Todoist
SumoQuote
Google Sheets
Slack
Google Sheets

When a SumoQuote report is signed, create a Google Sheets row, alert the team in Slack, then mark the row closed

SumoQuote + Google Sheets + Slack + Google Sheets

Connect SumoQuote with 674+ Apps

Build powerful automated workflows by connecting SumoQuote with your favorite tools and platforms

Showing 25 of 674 integrations
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About SumoQuote

Version 1.0.0

SumoQuote is a sales quoting and proposal tool for contractors that builds branded estimates, collects digital signatures, and tracks how prospects engage with sent reports. Connect SumoQuote to FlowMattic to automatically sync new projects, signed quotes, and report activity with your CRM, spreadsheets, and team notifications.

SumoQuote Integration Changelog

Track the latest updates, new features, and improvements