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GoProposal + Microsoft Outlook

Create Microsoft Outlook events each time new GoProposal proposals are won

Once a proposal is won in GoProposal, an event is immediately created in Microsoft Outlook with this efficient workflow. The process ensures you're always on top of your scheduled tasks, eliminating the need for manual entries. Stay organized and save time with this streamlined process.

Once a proposal is won in GoProposal, an event is immediately created in Microsoft Outlook with this efficient workflow. The process ensures you're always on top of your scheduled tasks, eliminating the need for manual entries. Stay organized and save time with this streamlined process.

  1. When this happens...
    GoProposalGoProposal
    Proposal Won

    Triggers when a proposal is won.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

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

    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
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goproposal logo

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.
Learn more

Related categories

  • Proposal & Invoice Management
microsoft-outlook logo

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