Send Google Chat messages when new proposals are sent in Fresh Proposals
Stay on top of your proposals with this efficient workflow. When a proposal is sent via Fresh Proposals, it creates a message in Google Chat, keeping your team in the loop. This streamlined process ensures timely communication, so no sent proposal goes unnoticed, enhancing team collaboration. It's an effortless bridge between proposal management and team communication.
- When this happens...Proposal SentTriggers when a proposal is sent by a team member .
- automatically do this!Create MessageCreate a message in Hangouts Chat.
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More things you can do with Fresh Proposals and Google Chat
Discover other triggers and actions you can use with Fresh Proposals and Google Chat
- Client Created
Triggers when a new Company is added in Fresh Proposals .
Try ItTriggerInstant - Proposal Created
Triggers when a new Proposal is created .
Try ItTriggerInstant - Proposal Rejected
Triggers when a proposal rejected by client .
Try ItTriggerInstant - CompanyNameRequired
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First NameRequired
- Contact Last NameRequired
- Contact Email AddressRequired
- Contact Mobile Number
ActionWrite
- Company Contact Added
trigger when new contact added/updated in freshproposals
Try ItTriggerInstant - Proposal Accepted
Triggers when a proposal is accepted by client .
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent by a team member .
Try ItTriggerInstant - Template IdRequired
- Proposal NameRequired
- DueDateRequired
- Client NameRequired
- Contact EmailRequired
ActionWrite






