Google Drive + Proposify
Copy won proposals from Proposify to Google Drive files
Celebrate your Proposal Won victories in Proposify by streamlining your file management with this automation. When a proposal is marked as won in Proposify, this workflow will copy the corresponding file in Google Drive to your desired folder. Save time and stay organized effortlessly with this seamless file management solution.
Celebrate your Proposal Won victories in Proposify by streamlining your file management with this automation. When a proposal is marked as won in Proposify, this workflow will copy the corresponding file in Google Drive to your desired folder. Save time and stay organized effortlessly with this seamless file management solution.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Copy File
Create a copy of the specified file.
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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
