Followup CRM + Proposify integrations
Store new Proposify proposals as Followup CRM files
When a proposal is created in Proposift, automatically store it in an associated Followup CRM file with this integration. Save yourself the step of manual file management.
- When this happens...Proposal CreatedTriggers when a proposal is created.
- automatically do this!Upload File to ProjectUpload a document or image file in a specific project
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More things you can do with Proposify and Followup CRM
Discover other triggers and actions you can use with Proposify and Followup CRM
- 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 - Proposal Viewed
Triggers when a proposal is viewed by a client.
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 - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerInstant
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