Connect SumoQuote and AI Agents
Use SumoQuote and AI Agents in the same FlowMattic workflow. Below are the triggers and actions both integrations offer; pick one of each to see how the two connect.
11 triggers 1 action Unlimited runs
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When this happens in SumoQuote11 triggers
Do this in AI Agents1 action
1. TriggerProject Created2. ActionExecute AgentWhen SumoQuote fires Project Created, FlowMattic runs Execute Agent in AI Agents with the data from that event.
You build this in the FlowMattic workflow builder on your own site.
Triggers and actions in this pair
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Triggers (11)
- Project CreatedTriggers when a new project is created.
- Project UpdatedTriggers when an existing project is updated.
- Project DeletedTriggers when an existing project is deleted.
- Report SignedTriggers when a report is signed.
- Report SentTriggers when a report is sent.
- Report DeletedTriggers when an existing report is deleted.
- Email BouncedTriggers when an email is bounced.
- Email ClickedTriggers when an email is clicked.
- Email OpenedTriggers when an email is opened.
- Quote Sent for SignatureTriggers when a quote is sent for signature.
- Signatory SignedTriggers when an signatory has signed.
Actions (1)
- Execute AgentExecute the AI Agent and let it think, take decisions, execute and iterate over the provided tools
SumoQuote with other apps
Start automating SumoQuote and AI Agents
Install FlowMattic, connect both accounts and build the workflow on the canvas. Every run stays on your own server.
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SumoQuote integration 1.0.0, AI Agents integration 1.0.