Create Google Sheets rows when new proposals are accepted in Fresh Proposals
When a proposal is accepted in Fresh Proposals, this workflow will swiftly generate a new row in your designated Google Sheets spreadsheet. Streamline your tasks, enhance productivity, and keep track of accepted proposals effortlessly. It's an ideal solution for managing proposals and ensuring nothing slips through the cracks.
When a proposal is accepted in Fresh Proposals, this workflow will swiftly generate a new row in your designated Google Sheets spreadsheet. Streamline your tasks, enhance productivity, and keep track of accepted proposals effortlessly. It's an ideal solution for managing proposals and ensuring nothing slips through the cracks.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by client .
- 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