Jobber + Proposify
Create Jobber clients from new Proposify proposals
Effortlessly streamline your sales process with this workflow that connects Proposify and Jobber. When a new proposal is created in Proposify, a client is instantly created in Jobber, ensuring a seamless transition from proposal to project management. Saving you time and reducing manual data entry, this integration allows you to focus on what matters most—growing your business.
Effortlessly streamline your sales process with this workflow that connects Proposify and Jobber. When a new proposal is created in Proposify, a client is instantly created in Jobber, ensuring a seamless transition from proposal to project management. Saving you time and reducing manual data entry, this integration allows you to focus on what matters most—growing your business.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It