SumoQuote integration with LeadConnector
How to Add or update LeadConnector opportunities when new SumoQuote reports are signed
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add or update LeadConnector opportunities when new SumoQuote reports are signed" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate SumoQuote integrations
SumoQuote actions
Nekton can use any feature that is available in SumoQuote API.
Using our advanced AI, you can easily create custom automations for SumoQuote.
Here are some typical actions you can do in your automated workflows.
Update Project
Updates a Project
Get PDF
Retrieves a PDF by ID
Create Project
Creates a new SumoQuote Project
Get Project by Id
Finds a Project by Id
Search Projects
Searches for SumoQuote projects that match a given criteria
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
About SumoQuote
SumoQuote is a better way to build beautiful proposals so you can win more work.