Clinked + Proposify
Create Clinked groups for newly signed Proposify proposals
Streamline your collaboration process as soon as a proposal is signed with this efficient workflow. When a proposal gets signed in Proposify, a corresponding group is instantly created in Clinked, allowing your team to organize and manage client-specific information seamlessly. Save time and boost productivity by automating group creation and keeping everything centralized for optimal team communication.
Streamline your collaboration process as soon as a proposal is signed with this efficient workflow. When a proposal gets signed in Proposify, a corresponding group is instantly created in Clinked, allowing your team to organize and manage client-specific information seamlessly. Save time and boost productivity by automating group creation and keeping everything centralized for optimal team communication.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Group
Creates a new group.
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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