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Google Drive + Proposify

Copy won proposals from Proposify to Google Drive files

Celebrate your Proposal Won victories in Proposify by streamlining your file management with this automation. When a proposal is marked as won in Proposify, this workflow will copy the corresponding file in Google Drive to your desired folder. Save time and stay organized effortlessly with this seamless file management solution.

Celebrate your Proposal Won victories in Proposify by streamlining your file management with this automation. When a proposal is marked as won in Proposify, this workflow will copy the corresponding file in Google Drive to your desired folder. Save time and stay organized effortlessly with this seamless file management solution.

  1. When this happens...
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

    TriggerInstant
  2. automatically do this!
    Google DriveGoogle Drive
    Copy File

    Create a copy of the specified file.

    ActionWrite
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Supported triggers and actions

  • Proposify triggers, actions, and search

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.