FYI + GoProposal
FYI + GoProposal
FYI + GoProposal integrations
Create or update FYI clients automatically when new proposals are created in GoProposal
Create a streamlined workflow between GoProposal and FYI with this automation. When a new proposal is generated in GoProposal, this workflow will immediately create or update the client details in FYI. This ensures your client information is always up-to-date, saving you time and reducing the risk of errors. Perfect for businesses looking to improve efficiency and communication within their team.
- When this happens...Proposal CreatedTriggers when a new live proposal is created.
- automatically do this!Create or Update ClientCreate or Update a Client in FYI.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with GoProposal and FYI
Discover other triggers and actions you can use with GoProposal and FYI
- Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is won.
Try ItTriggerInstant - NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
ActionWrite- Name
- Create job if it doesn’t exist yetRequired
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
ActionWrite
- Proposal Created
Triggers when a new live proposal is created.
Try ItTriggerInstant - Create client if it doesn’t exist yetRequired
- Export to xero if connectedRequired
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
ActionWrite- Create group if it doesn’t exist yetRequired
- New NameRequired
ActionWrite- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
ActionWrite
Related categories