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Google Sheets + Proposify Legacy

Google Sheets + Proposify Legacy

Google Sheets + Proposify Legacy integrations

Add new Proposify Legacy proposals to Google Sheets as multiple rows

Effortlessly keep track of your sent proposals with this Proposify Legacy and Google Sheets workflow. When you send a proposal in Proposify Legacy, multiple rows in a Google Sheets spreadsheet will be created, allowing you to easily organize and monitor your proposal activity. Save time and maintain accuracy with this seamless integration.

  1. When this happens...
    Proposal Sent
    Proposal Sent
    Proposal SentTriggers when a proposal is sent or marked as sent by a user.
  2. automatically do this!
    Create Multiple Spreadsheet Rows
    Create Multiple Spreadsheet Rows
    Create Multiple Spreadsheet RowsCreate one or more new rows in a specific spreadsheet (with line item support).
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More things you can do with Proposify Legacy and Google Sheets

Discover other triggers and actions you can use with Proposify Legacy and Google Sheets

  • Proposify Legacy triggers, actions, and search
    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
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  • Proposify Legacy triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Proposify Legacy
Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.
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