Connect JobProgress and SumoQuote to unlock the power of automation

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Choose a Trigger

Choose an Action

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Set up your first integration

Quickly connect JobProgress to SumoQuote with a Zapier template.

Our most popular template

Create SumoQuote projects from new JobProgress leads
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JobProgress + SumoQuote
Create lead in JobProgress from every new signed report in SumoQuote
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SumoQuote + JobProgress

Create SumoQuote projects from new JobProgress leads

Details

Try it

JobProgress + SumoQuote

Create lead in JobProgress from every new signed report in SumoQuote

Details

Try it

SumoQuote + JobProgress

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate JobProgress with SumoQuote - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from JobProgress.

Add your action

An action happens after the trigger—such as "Create Project" in SumoQuote.

You’re connected!

Zapier seamlessly connects JobProgress and SumoQuote, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
New Customer from jobprogress
Trigger
Polling
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- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents List
  Required
Action
Write
- Lead Id
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company Name
- Documents List
  Required
- First Name
  Required
- Last Name
- Email
  Required
- Phone
  Required
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write
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 Line 1
  Required
- Email
- City
- Zip Code
- Phone
- Date Created
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write
- ID
  Required
Action
Search

New Lead
New Lead from JobProgress
Trigger
Polling
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- ID
  Required
- First Name
  Required
- Last Name
- Phone
  Required
- Email
  Required
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead Id
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company Name
- Documents List
  Required
- First Name
  Required
- Last Name
- Email
  Required
- Phone
  Required
Action
Write
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
- Project ID
  Required
Action
Search
- Search Criteria
- Salesperson Email
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect JobProgress and SumoQuote to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your JobProgress to SumoQuote integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About JobProgress

JobProgress is a business productivity platform for all home improvement contractors

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

HelpHelp

Related categories

Proposal & Invoice Management

Connect JobProgress and SumoQuote to unlock the power of automation

Set up your first integration

Create SumoQuote projects from new JobProgress leads

Create lead in JobProgress from every new signed report in SumoQuote

Create SumoQuote projects from new JobProgress leads

Create lead in JobProgress from every new signed report in SumoQuote

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect JobProgress and SumoQuote to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect JobProgress to SumoQuote on the world's largest no-code automation platform