CompanyCam + Proposify
Create new CompanyCam projects when proposals are signed in Proposify
Keep your project management streamlined and efficient with this workflow. When a proposal is signed in Proposify, a new project is instantly created in CompanyCam. It's an ideal solution to ensure seamless transition from proposals to projects, saving you time and increasing your team's productivity.
Keep your project management streamlined and efficient with this workflow. When a proposal is signed in Proposify, a new project is instantly created in CompanyCam. It's an ideal solution to ensure seamless transition from proposals to projects, saving you time and increasing your team's productivity.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Add Project
Creates a new project in your account.
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- 14 day trial for premium features & apps
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