GoProposal + Jotform
GoProposal + Jotform
Assign forms in Jotform when proposals are won in GoProposal
Stay on top of your business growth and streamline your work process with this efficient workflow. Once a proposal is won in GoProposal, a form is instantly assigned in JotForm. This automation ensures seamless information flow, helps you respond promptly to new business wins, and significantly reduces manual administration. Transform your winning proposals into actionable projects without missing a beat.
- When this happens...Proposal WonTriggers when a proposal is won (Letter of Engagement signed) in GoProposal.
- automatically do this!Assign FormInvite assignees to complete your form
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More things you can do with GoProposal and Jotform
Discover other triggers and actions you can use with GoProposal and Jotform
- AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Try ItTriggerInstant - Contact Deleted
Triggers when a contact is deleted in GoProposal.
Try ItTriggerInstant - New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
Try ItTriggerInstant - New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Try ItTriggerInstant
- New Contact Created
Triggers when a new contact is created in GoProposal.
Try ItTriggerInstant - Contact Updated
Triggers when a contact is updated in GoProposal.
Try ItTriggerInstant - Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Try ItTriggerInstant - New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
Try ItTriggerInstant
