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Google Sheets + Proposify Legacy

Google Sheets + Proposify Legacy

Google Sheets + Proposify Legacy integrations

Create Google Sheets rows for every new proposal sent in Proposify Legacy

Transfer your proposal details seamlessly from Proposify Legacy to Google Sheets with this workflow. Whenever a proposal is sent in Proposify Legacy, this workflow springs into action and inputs all the necessary data into a new row on your selected Google Sheets spreadsheet. No more manual data entry - just effortless organization all within the familiar environment of your Google Sheets.

  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 Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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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
    Try It
  • 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
    Try It
  • Proposify Legacy triggers, actions, and search
    Client Created

    Triggers when a user creates a new client.

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

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • 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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