Google Sheets + Proposify
Create Google Sheets rows for every new proposal in Proposify
When you create a new proposal in Proposify, this automation will immediately keep your data tidy and organized by adding a new row in Google Sheets. This allows you to keep a convenient and updated record of all your proposals, saving you time and minimizing the chance of missing or losing any information. Make your proposal management process more efficient with this streamlined workflow.
When you create a new proposal in Proposify, this automation will immediately keep your data tidy and organized by adding a new row in Google Sheets. This allows you to keep a convenient and updated record of all your proposals, saving you time and minimizing the chance of missing or losing any information. Make your proposal management process more efficient with this streamlined workflow.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
