How do I create the automations for the SumoQuote integration?

You can link SumoQuote to your Jobs, Contacts, or both.

To create an Automation in JobNimbus using your SumoQuote integration:
  1. Click on your profile icon or name in the top right corner
  2. Select Settings from the drop-down menu
  3. From the Settings menu on the left, open the Automation tab
  4. Click on the +Add rule button.
    Automations - Add Rule Button

With an Automation, you can choose to notify SumoQuote about new Jobs, new Contacts, or both. By using the WebHook URL you copied from SumoQuote, a new project will be created in SumoQuote for each new Job or Contact created in JobNimbus.

Enter a Project in SumoQuote when a Job is Created in JobNimbus

This automation rule allows SumoQuote to add a Project in their program when you add a Job in JobNimbus.

  1. Name the Rule
  2. Choose the "Event based" trigger type
  3. Select the "Job" trigger record
  4. Choose when the record type is "Created"
  5. Select +Add Action
  6. Choose the "Webhook" action and click "Continue"
  7. Paste the WebHook URL you copied from SumoQuote and click "Save"
    SumoQuote Automation Job

Enter a Project in SumoQuote when a Contact is Created in JobNimbus

This automation rule allows you SumoQuote to add a Project in their program when you add a Contact in JobNimbus.

  1. Name the Rule
  2. Choose the "Event based" trigger type
  3. Select the "Contact" trigger record
  4. Choose when the record type is "Created"
  5. Select +Add Action
  6. Choose the "Webhook" action and click "Continue"
  7. Paste the WebHook URL you copied from SumoQuote and click "Save"
    SumoQuote Automation Contact