AccuLynx + SumoQuote

AccuLynx + SumoQuote integrations

List new or updated jobs by milestone in AccuLynx and create projects in SumoQuote

Automate your project workflow seamlessly with AccuLynx and SumoQuote. Whenever a new job list is generated in AccuLynx, this workflow instantly creates a corresponding project in SumoQuote. This saves you time and reduces manual data entry, allowing you to focus more on strategic tasks to grow your business.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Create ProjectCreates a new SumoQuote Project
ActionWrite

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More things you can do with AccuLynx and SumoQuote

Discover other triggers and actions you can use with AccuLynx and SumoQuote

- Standard Milestones
  Required
Trigger
Polling
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- Contact
  Required
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- Search term
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
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Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
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Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
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- Customer First Name
  Required
- Customer Last Name
- Email
- Phone
- Address Line 1
  Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- Id
  Required
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

- Contact type
  Required
- First name
  Required
- Last name
  Required
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is this the primary phone number?
- Can receive text messages?
- Type of Phone Number
Action
Write
- First name
  Required
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extension 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
Instant
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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.
Trigger
Instant
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project ID
  Required
- Customer First Name
  Required
- Customer Last Name
- Address
  Required
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- PDF Id
  Required
Action
Search

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About SumoQuote

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

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Related categories

Proposal & Invoice Management

Related Zap Templates

Create new AccuLynx leads from bounced SumoQuote emails

Create new AccuLynx leads from signed SumoQuote reports

Create new AccuLynx leads from newly sent SumoQuote signatures reports