Create draft emails in Microsoft Outlook when new Proposify proposals are won
Celebrate your wins and maintain seamless communication with this efficient workflow. When a proposal is marked as won in Proposify, this process instantly sets up a draft email in Microsoft Outlook, enabling you to effortlessly inform your team or clients about the successful deal. Enhance your sales process and save time with this convenient solution.
- When this happens...Proposal WonTriggers when a proposal is accepted by a client.
- automatically do this!Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
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More things you can do with Proposify and Microsoft Outlook
Discover other triggers and actions you can use with Proposify and Microsoft Outlook
- 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 - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- 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 - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerInstant





