Microsoft Outlook + Proposify
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.
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 Won
Triggers when a proposal is accepted 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
