Box + Proposify
Upload new Proposify proposals to Box as files
When a proposal is sent in Proposify, ensure your team is always updated by having the files saved in Box. This workflow will start the process of uploading your files to Box each time a new proposal is sent, keeping everyone in the loop and your documents stored securely. It's a convenient solution to maintain an organized and up-to-date storage system for your proposals.
When a proposal is sent in Proposify, ensure your team is always updated by having the files saved in Box. This workflow will start the process of uploading your files to Box each time a new proposal is sent, keeping everyone in the loop and your documents stored securely. It's a convenient solution to maintain an organized and up-to-date storage system for your proposals.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Upload File
Triggered when you add a new file to a folder.
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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
