B1G1 + GoProposal
B1G1 + GoProposal
Add giving stories to carts in B1G1 for newly won proposals in GoProposal
Instead of having to manually create an impact on B1G1 whenever you win a new proposal in GoProposal, this template will make that happen without any extra clicks or keystrokes. Once it's active, whenever a new proposal is won on GoProposal, a giving story will be added to a cart in B1G1 automatically.
- When this happens...Proposal WonTriggers when a proposal is won (Letter of Engagement signed) in GoProposal.
- automatically do this!Add Recurring Impact to CartAdds Recurring Impacts to your Cart.
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More things you can do with GoProposal and B1G1
Discover other triggers and actions you can use with GoProposal and B1G1
- AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Try ItTriggerInstant - Contact Deleted
Triggers when a contact is deleted in GoProposal.
Try ItTriggerInstant - New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
Try ItTriggerInstant - New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Try ItTriggerInstant
- New Contact Created
Triggers when a new contact is created in GoProposal.
Try ItTriggerInstant - Contact Updated
Triggers when a contact is updated in GoProposal.
Try ItTriggerInstant - Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Try ItTriggerInstant - New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
Try ItTriggerInstant
