Cognito Forms + Proposify
Create new Proposify clients each time new entries are made in Cognito Forms
Streamline your client onboarding process with this Cognito Forms to Proposify workflow. Whenever a new entry is captured in Cognito Forms, this automation will instantly create a new client in Proposify. This efficient process saves you time and ensures accurate client information in Proposify, boosting your productivity and enhancing your client relations.
Streamline your client onboarding process with this Cognito Forms to Proposify workflow. Whenever a new entry is captured in Cognito Forms, this automation will instantly create a new client in Proposify. This efficient process saves you time and ensures accurate client information in Proposify, boosting your productivity and enhancing your client relations.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Client
Creates a new client.
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