Microsoft Outlook + Proposify
Send email notifications in Microsoft Outlook when new Proposify proposals are signed
Effortlessly streamline your proposal process with this Proposify and Microsoft Outlook integration. Once a proposal is signed in Proposify, this workflow will send an email via your Microsoft Outlook account, keeping your team or client informed without any manual effort. Save time and stay organized by automating your signed proposal notifications with this seamless connection.
Effortlessly streamline your proposal process with this Proposify and Microsoft Outlook integration. Once a proposal is signed in Proposify, this workflow will send an email via your Microsoft Outlook account, keeping your team or client informed without any manual effort. Save time and stay organized by automating your signed proposal notifications with this seamless connection.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
