Create new Google Sheets rows from Fresh Proposals when proposals are created
Effortlessly track new proposals with this seamless workflow that connects Fresh Proposals and Google Sheets. Whenever a proposal is created in Fresh Proposals, a new row will be added to your specified Google Sheets spreadsheet, allowing you to keep all essential information in one place. Say goodbye to manual data entry, and enjoy an organized and up-to-date overview of your proposals.
Effortlessly track new proposals with this seamless workflow that connects Fresh Proposals and Google Sheets. Whenever a proposal is created in Fresh Proposals, a new row will be added to your specified Google Sheets spreadsheet, allowing you to keep all essential information in one place. Say goodbye to manual data entry, and enjoy an organized and up-to-date overview of your proposals.
- When this happens...Proposal Created
Triggers when a new Proposal is created .
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client Created
Triggers when a new Company is added in Fresh Proposals .
Try ItProposal Created
Triggers when a new Proposal is created .
Try ItProposal Rejected
Triggers when a proposal rejected by client .
Try ItCompanyNameRequired
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
Company Contact Added
trigger when new contact added/updated in freshproposals
Try ItProposal Accepted
Triggers when a proposal is accepted by client .
Try ItProposal Sent
Triggers when a proposal is sent by a team member .
Try ItTemplate IdRequired
Proposal NameRequired
DueDateRequired
Client NameRequired
Contact EmailRequired