Google Sheets + Proposify
Add new Proposify proposals to Google Sheets as multiple rows
Effortlessly keep track of your sent proposals with this Proposify and Google Sheets workflow. When you send a proposal in Proposify, 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.
Effortlessly keep track of your sent proposals with this Proposify and Google Sheets workflow. When you send a proposal in Proposify, 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.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
