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How to Set up Webhooks in SumoQuote

SumoQuote helps take your estimate and proposal designs to the next level; easily build custom quotes in just minutes that will be sure to impress your customers.

In this article, we’ll understand how to set up webhooks in SumoQuote to receive notifications on a webhook URL.

Setting Up Webhook in SumoQuote

  1. Login to your SumoQuote account.
  1. Navigate to Configuration > Account Settings.
  1. On the sidebar, click on ‘API’.
  1. Click on the “Add webhook” button.
  1. Now, select the webhook action based on your trigger. For example, if you are setting up a webhook for the “Project Created” trigger, then you need to select the “Project Created” action.
  1. Copy the webhook URL from the trigger flyout and paste it into the ‘URL’ field.
  1. Click on the ‘Save’ button.

That’s it! You have successfully added a webhook to your SumoQuote account.

Connect SumoQuote with Other Apps

If you want to connect SumoQuote with other apps that you use to automate processes, you must check out SureTriggers!

SumoQuote Integration can help you automate processes like:

  • Add or update LeadConnector opportunities when new SumoQuote reports are signed.
  • Send Discord channel messages for newly signed SumoQuote reports.

These are just some random examples of automation. SureTriggers can do a lot more!
To learn more, join our Facebook community.

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