CatchApp Bookings + Proposify integrations
Create proposals in Proposify for new accepted appointments in CatchApp Bookings
Once this template is active, every time you have a new CatchApp Bookings appointment, a proposal will be created in Proposify.
- When this happens...New Accepted AppointmentTriggers when a person books a time with you
- automatically do this!Create ProposalCreates a new proposal.
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More things you can do with CatchApp Bookings and Proposify
Discover other triggers and actions you can use with CatchApp Bookings and Proposify
- New Accepted Appointment
Triggers when a person books a time with you
Try ItTriggerInstant - New Invite Created (Mobile App)
Triggers when a new CatchApp meeting invite is created via the mobile app.
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
- New Event Type
Triggers when a new Event Type is created from the My Event Types page in the CatchApp Bookings Dashboard.
Try ItTriggerInstant - 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
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