Any.do Personal + Proposify Legacy

Any.do Personal + Proposify Legacy integrations

Create tasks in Any.do Personal for new Proposify Legacy proposals sent

Effortlessly stay on top of your proposals with this seamless workflow. When you send a proposal using Proposify Legacy, a task will be created in your Any.do Personal app, ensuring you never forget to follow up. Save time and increase efficiency by having your tasks automatically organized for you.

When this happens...
Proposal SentTriggers when a proposal is sent or marked as sent by a user.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Proposify Legacy and Any.do Personal

Discover other triggers and actions you can use with Proposify Legacy and Any.do Personal

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- List
  Required
Trigger
Polling
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- List
  Required
- Title
  Required
- Due Date
- Set Reminder?
- Note
Action
Write
- Task title
  Required
Action
Search

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
- List
Trigger
Polling
Try It
- List Name
  Required
Action
Write
- Task
  Required
- Title
- Status
Action
Write
- Title
  Required
- List
  Required
- Due Date
- Set Reminder?
- Note
Action
Search or write

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.

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Related categories

Task Management

About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management