Gravity Forms + Proposify Legacy
Gravity Forms + Proposify Legacy
Gravity Forms + Proposify Legacy integrations
Create Proposify Legacy proposals from new Gravity Forms submissions
Streamline your proposal process by connecting Gravity Forms to Proposify Legacy with this efficient workflow. Upon receiving a form submission in Gravity Forms, a new proposal will be created in Proposify Legacy, eliminating manual data entry and simplifying proposal management. Focus your efforts on crafting winning proposals and closing deals more effectively.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create ProposalCreates a new proposal.
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More things you can do with Gravity Forms and Proposify Legacy
Discover other triggers and actions you can use with Gravity Forms and Proposify Legacy
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- Client Created
Triggers when a user creates a new client.
Try ItTriggerInstant - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerInstant
- FormRequired
ActionWrite- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerInstant
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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About Proposify Legacy
Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.
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