JobNimbus + Proposify
Create proposals in Proposify for new JobNimbus activities
Effortlessly streamline your sales process with this workflow between JobNimbus and Proposify. Whenever a new activity is created in JobNimbus, a proposal will be generated in Proposify, allowing you to efficiently manage incoming leads and track proposals for potential clients. Save time and improve productivity by automating this crucial step in your sales pipeline.
Effortlessly streamline your sales process with this workflow between JobNimbus and Proposify. Whenever a new activity is created in JobNimbus, a proposal will be generated in Proposify, allowing you to efficiently manage incoming leads and track proposals for potential clients. Save time and improve productivity by automating this crucial step in your sales pipeline.
- When this happens...Job Created, Modified or Deleted
Trigger when a new job is created, modified or deleted.
- automatically do this!Create Proposal
Creates a new proposal.
- Free forever for core features
- 14 day trial for premium features & apps
FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
Display NameRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
Display NameRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
FilterRequired
Try ItFirst Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
NameRequired
Primary Contact IdRequired
Address Line 1Required
Address Line 2
CityRequired
State TextRequired
ZipRequired
Country Name
Tags
Date Created
Date Start
Date End
Job Type
Status Name
External Id
