Create items in monday.com for new Proposify Legacy proposals
Effortlessly manage your sales proposals and projects together with this Proposify Legacy and monday.com integration. When a new proposal is created in Proposify Legacy, this workflow will add a corresponding item in your desired monday.com board, keeping your sales and project management teams in sync. Stay organized and streamline your sales process with this seamless connection between Proposify Legacy and monday.com.
- When this happens...Proposal CreatedTriggers when a proposal is created.
- automatically do this!Create ItemCreate a new Item in a board
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More things you can do with Proposify Legacy and monday.com
Discover other triggers and actions you can use with Proposify Legacy and monday.com
- 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
Related Zap Templates
- Create new monday.com items for won Proposify Legacy proposals
- Create proposals in Proposify Legacy when specific column values change in monday.com boards
- Create new boards on monday.com when proposals are won in Proposify Legacy
- Create new items in monday.com when proposals are signed in Proposify Legacy
- Create new items in monday.com when new clients are created in Proposify Legacy






