GoProposal + Xama Hub
Create Xama Hub clients for newly won GoProposal proposals
With this integration running, when a new proposal is accepted in GoProposal, a matching client will be created within Xama Hub automatically.
With this integration running, when a new proposal is accepted in GoProposal, a matching client will be created within Xama Hub automatically.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this!Create Client
Creates a new individual / company
- Free forever for core features
- 14 day trial for premium features & apps
Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItProposal Won
Triggers when a proposal is won.
Try ItClient IdRequired
Contact First NameRequired
Contact Middle Name
Contact Last NameRequired
Contact EmailRequired
Contact Phone
Contact Street
Contact City
Contact Postcode
Contact Country Code
Proposal Created
Triggers when a new live proposal is created.
Try ItClient NameRequired
Registration Number
Primary Contact First Name
Primary Contact Middle Name
Primary Contact Last Name
Primary Contact Email
Primary Contact Phone
Primary Contact Street
Primary Contact City
Primary Contact Postcode
Primary Contact Country Code
Name or Email AddressRequired
About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
Related categories
About Xama Hub
Xama Hub enables the streamlined onboarding of customers through the automation of identity verification and anti money laundering checks.