Send emails via Microsoft Outlook when proposals are won in Proposify
Seal the deal with effective communication using this workflow. When a proposal is won in Proposify, an email is instantly sent through Microsoft Outlook. This streamlines your notification process, ensuring you're always on top of your game, as you celebrate and plan your next steps for every win. This workflow is all about efficiency, helping you focus on what truly matters - continuous success.
- When this happens...Proposal WonTriggers when a proposal is accepted by a client.
- automatically do this!Send EmailSend an email from your Outlook account.
- Free forever for core features
- 14 day trial for premium features & apps
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





