SumoQuote Integration

What is SumoQuote?

With SumoQuote, your quotes instantly become winning sales presentation tools. And when your quotes are this beautiful, well thought out, and professional, your competition doesn’t stand a chance. Using the SumoQuote integration, you can create a contact in JobNimbus and have it automatically show up in your SumoQuote account.

Overview

As you create a quote, email, and create a task to follow up in SumoQuote, everything shows up in JobNimbus. This integration can make your sales system smooth, professional, easy and flawless.

This new strategic relationship will allow thousands of contractors to complete actions in SumoQuote that instantly saves back to JobNimbus, making workloads easier and sales teams more efficient.

Integrating with SumoQuote

Before you start using SumoQuote, you will need to enable the integration. To enable the integration, click on your name in the top right corner and select "Settings" from the drop-down menu. In your Settings, select API from the menu on the left.

In your API tab, click on the blue "New API Key" button on the right.

Integrations API add API

This will pull a section for you to create the API key.

Integrations API new API

In the API key creator:

  1. Write SumoQuote in the Description text field. This is currently not in the drop-down menu, but you can click enter to save SumoQuote.
  2. Select an Admin as the Access Profile.
  3. Click "Save".

Once you have created the API key, click copy next to the key. You can now enter the API key in SumoQuote. To enter the API key in SumoQuote:

  1. Login to SumoQuote.
  2. Click on the Configuration drop-down menu and select "Integrations"
    SumoQuote SQ Config menu
  3. Select “Connect to JobNimbus” in the Available Apps.
  4. When the window for JobNimbus pops up, select “I have an API key from JobNimbus”.
    SumoQuote Integrations Page3
  5. Paste your API key from JobNimbus and Click “Submit”.

Creating the Automation for SumoQuote

To fully integrate with SumoQuote so your Jobs and Contacts seemlessly speak to each other, you’ll need to configure JobNimbus to instruct SumoQuote to create Projects when a JobNimbus Job or Contact is created. To create these automations:
  1. In SumoQuote, after you have submitted your API key, click “Copy WebHook URL” to get your personalized WebHook URL.     
    SumoQuote SQ Webhook
  2. Log into JobNimbus.
  3. Click on your name in the top right corner and select "Settings" from the drop-down menu.
    Main Settings Menu
  4. In your settings, select "Automation" from the menu on the left. In your automations you can chose 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.
  5. To create the automation, click on the "Add Rule" button.
    Automations Add Rule
The various automation rules you can create to integrate with SumoQuote are detailed below:

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

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

  1. Add a name to the Automation 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 software when you add a Contact in JobNimbus.

  1. Add a name to the Automation 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

Your SumoQuote and JobNimbus accounts are now fully integrated.

Support

If you have any questions or if you need any assistance with SumoQuote, Projects not showing up in SumoQuote, or any question regarding the integration, contact SumoQuote at support@sumoquote.com.

If you have questions about Automations or creating the API key in JobNimbus, check out our articles here: Event-Based Automations, Integrations. You can also contact Support at (855) 964-6287 or via email at support@jobnimbus.com.