GoProposal + Pixie
Create or update Pixie clients when new GoProposal proposals are won
Effortlessly manage new clients in your workflow with this automation. When a proposal is won in GoProposal, it will create or update a client in Pixie, ensuring all relevant client data is up-to-date and easily accessible. Stay organized and streamline your client onboarding process, so you can focus on delivering top-notch services.
Effortlessly manage new clients in your workflow with this automation. When a proposal is won in GoProposal, it will create or update a client in Pixie, ensuring all relevant client data is up-to-date and easily accessible. Stay organized and streamline your client onboarding process, so you can focus on delivering top-notch services.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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