Coda + Spruce
Create new rows in Coda when proposals are accepted in Spruce
Easily streamline your business processes with this efficient workflow. When a proposal is accepted in Spruce, a new row will be instantly created in Coda. This seamless integration solves the problem of manual data entries and saves valuable time, thus boosting your business productivity and efficiency. Experience a simple and effortless solution to your proposal and data management needs.
Easily streamline your business processes with this efficient workflow. When a proposal is accepted in Spruce, a new row will be instantly created in Coda. This seamless integration solves the problem of manual data entries and saves valuable time, thus boosting your business productivity and efficiency. Experience a simple and effortless solution to your proposal and data management needs.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Row
Creates a new row in the selected table.
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Estimate Accepted
Triggers when an estimate is accepted.
Try ItEstimate Opened
Triggers when an estimate is opened.
Try ItEstimate Sent
Triggers when a new estimate is sent to a customer.
Try ItHandover Pack Sent
Triggers when a new handover pack is sent to a customer.
Try It
Estimate Callback Requested
Triggers when a callback for an estimate is requested.
Try ItEstimate Rejected
Triggers when an estimate is rejected by the customer.
Try ItHandover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
Try ItJob Created
Triggers when a new Job is created.
Try It
