Create projects in Basecamp 3 from newly signed Proposify proposals
Easily transform signed proposals into organized projects with this efficient workflow between Proposify and Basecamp 3. When a proposal is signed in Proposify, a new project is created from a template in Basecamp 3. Streamline your project management process and start working on client projects in no time with this seamless automation.
- When this happens...Proposal SignedTriggers when a proposal is signed by a client.
- automatically do this!Create Project From TemplateCreates a new project using a template.
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More things you can do with Proposify and Basecamp
Discover other triggers and actions you can use with Proposify and Basecamp
- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Client Created
Triggers when a user creates a new client.
Try ItTriggerInstant - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerInstant






