GoProposal + Pixie
Create recurring tasks in Pixie for newly won proposals in GoProposal
Effortlessly streamline your onboarding process with this automation between GoProposal and Pixie. Whenever you win a proposal in GoProposal, this workflow instantly creates a recurring task for your client in Pixie, ensuring a seamless transition and eliminating manual data entry. Stay organized and efficient in managing client projects by setting up this powerful integration.
Effortlessly streamline your onboarding process with this automation between GoProposal and Pixie. Whenever you win a proposal in GoProposal, this workflow instantly creates a recurring task for your client in Pixie, ensuring a seamless transition and eliminating manual data entry. Stay organized and efficient in managing client projects by setting up this powerful integration.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this!Add Recurring Task to Client
Creates a recurring task using the default template recurrence settings.
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