Create spreadsheet rows in Google Sheets for new signatures reports sent in SumoQuote
Take the hassle out of tracking sent reports with this efficient workflow. The moment you send a report for signatures in SumoQuote, a new row is instantly created in your Google Sheets. This ensures you have a robust record of all reports sent, making review and follow-up tasks straightforward. Streamline your document tracking process with this SumoQuote to Google Sheets integration.
- When this happens...Report Sent for SignaturesTriggers 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.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with SumoQuote and Google Sheets
Discover other triggers and actions you can use with SumoQuote and Google Sheets
- Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItTriggerInstant - Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Project Updated
Triggers when a SumoQuote Project is updated.
Try ItTriggerInstant
- Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItTriggerInstant - Project Created
Triggers when a new SumoQuote project is created.
Try ItTriggerInstant - Report Signed
Triggers when a Report is signed by all signatories.
Try ItTriggerInstant - Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
ActionWrite
Related Zap Templates
- Create Google Sheets rows for new SumoQuote projects
- Create SumoQuote projects from new or updated rows in Google Sheets
- Create spreadsheet rows in Google Sheets for each signed report in SumoQuote
- Create Google Sheets spreadsheets from new SumoQuote projects
- Create multiple spreadsheet rows in Google Sheets from new SumoQuote reports sent for signatures






