Connect SumoQuote with another app

SumoQuote integration

Connect SumoQuote with 918+ other apps in FlowMattic. Pick a trigger, add SumoQuote steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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11 triggers Integration version 1.0.0 Category: Sales & CRM Unlimited workflows and runs

Pair SumoQuote with another app

See what the two do together: triggers, actions and example workflows.

Popular with SumoQuote

Triggers and actions for SumoQuote

A trigger is the SumoQuote event that starts a workflow. An action is what FlowMattic does in SumoQuote from a step.

Event	What it does	Type
Project Created	Triggers when a new project is created.	Trigger
Project Updated	Triggers when an existing project is updated.	Trigger
Project Deleted	Triggers when an existing project is deleted.	Trigger
Report Signed	Triggers when a report is signed.	Trigger
Report Sent	Triggers when a report is sent.	Trigger
Report Deleted	Triggers when an existing report is deleted.	Trigger
Email Bounced	Triggers when an email is bounced.	Trigger
Email Clicked	Triggers when an email is clicked.	Trigger
Email Opened	Triggers when an email is opened.	Trigger
Quote Sent for Signature	Triggers when a quote is sent for signature.	Trigger
Signatory Signed	Triggers when an signatory has signed.	Trigger

Three steps to a running SumoQuote workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise SumoQuote once
Add a SumoQuote connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a SumoQuote event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add SumoQuote steps and logic
Chain SumoQuote actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

SumoQuote workflows people build

Each example pairs SumoQuote with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Log every new SumoQuote project in a Google Sheets spreadsheet

SumoQuote to Google Sheets

Send a Slack alert when a SumoQuote report is signed

SumoQuote to Slack

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

SumoQuote to HubSpot CRM

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

SumoQuote to Discord

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

SumoQuote to Todoist

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

SumoQuote to Google Sheets, then Slack, then Google Sheets

Browse the workflow library

Connect SumoQuote with other apps

272 apps have triggers or actions that work with SumoQuote. The ones used together most often come first.

Showing 24 of 272 apps

About SumoQuote

FlowMattic integration 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.