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Google Sheets + Proposify

Create Google Sheets rows for every new proposal sent in Proposify

Transfer your proposal details seamlessly from Proposify to Google Sheets with this workflow. Whenever a proposal is sent in Proposify, 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.

Transfer your proposal details seamlessly from Proposify to Google Sheets with this workflow. Whenever a proposal is sent in Proposify, 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...
    ProposifyProposify
    Proposal Sent

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

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Proposify 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 triggers, actions, and search

    Proposal Sent

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

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify 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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  • Google
  • Spreadsheets

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About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.