Discord + SumoQuote

Discord + SumoQuote integrations

Send Discord channel messages for newly signed SumoQuote reports

Stay informed about new signings in your SumoQuote app by receiving real-time notifications in Discord. With this workflow, whenever a report is signed in SumoQuote, a message will be sent to the designated Discord channel. This way, you can monitor the latest updates directly from your Discord app, streamlining your communication and keeping your team on the same page.

When this happens...
Report SignedTriggers when a Report is signed by all signatories.
TriggerInstant
automatically do this!
Send Channel MessagePost a new message to a specific #channel you choose.
ActionWrite

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More things you can do with SumoQuote and Discord

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

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
- Channel
  Required
Trigger
Polling
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- Channel type
  Required
- Emoji
- Limitation_notice
Trigger
Polling
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- Forum Channel
- Ignore previously archived Posts?
  Required
Trigger
Polling
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Role Assigned to User
Triggers when a role is assigned to a user.
Trigger
Polling
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- Forum Channel
  Required
- Post name
  Required
- Initial message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel
  Required
- New Name
  Required
Action
Write
- Dm_bot_info
- User
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Username
  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
New User Added
Triggers when a new user joins the Discord Server.
Trigger
Polling
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- Forum Channel
  Required
Trigger
Polling
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- Channel type
  Required
- Member
Trigger
Polling
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- User
  Required
- Role
  Required
Action
Write
- User
  Required
- Role
  Required
Action
Write
- Channel
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
- File Attachments
- Filename for Attachments
Action
Write
- Forum Channel
  Required
- Forum Post
  Required
- Message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel Name
  Required
Action
Search

About Discord

Discord is an all-in-one voice and text chat for gamers.

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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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Proposal & Invoice Management