Formsite + Proposify
Create new Proposify clients from Formsite form results
Easily streamline your client onboarding process with this Formsite and Proposify workflow. When a new form result is submitted in Formsite, a new client will be created in Proposify, saving you time and ensuring seamless data transfer between the two apps. Enhance your efficiency and focus on what matters most - winning clients and growing your business.
Easily streamline your client onboarding process with this Formsite and Proposify workflow. When a new form result is submitted in Formsite, a new client will be created in Proposify, saving you time and ensuring seamless data transfer between the two apps. Enhance your efficiency and focus on what matters most - winning clients and growing your business.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItClient Created
Triggers when a user creates a new client.
Try ItProposal Lost
Triggers when a Proposal is declined by a client.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try It
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
