Create Basecamp 3 messages when Proposify proposals are viewed
Stay in the loop when a proposal is viewed in Proposify, and ensure swift team communication with this workflow. Once set up, every time a proposal is reviewed within the Proposify system, it will prompt a new message in your designated Basecamp 3 Campfire, keeping all relevant team members updated and quickening response times. It's an ideal solution for those seeking a stronger liaison between Proposify and Basecamp 3.
Stay in the loop when a proposal is viewed in Proposify, and ensure swift team communication with this workflow. Once set up, every time a proposal is reviewed within the Proposify system, it will prompt a new message in your designated Basecamp 3 Campfire, keeping all relevant team members updated and quickening response times. It's an ideal solution for those seeking a stronger liaison between Proposify and Basecamp 3.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by a client.
- automatically do this!Create Campfire Message
Creates a Campfire message.
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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