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monday.com + Proposify Legacy

monday.com + Proposify Legacy

monday.com + Proposify Legacy integrations

Create new monday.com items for won Proposify Legacy proposals

Celebrate your success and streamline your workflow with this automation between Proposify Legacy and monday.com. When you win a proposal in Proposify Legacy, this integration automatically creates a new item in monday.com, helping you effortlessly track your progress and manage your projects. Save time and keep your team in the loop with this seamless connection between your two favorite tools.

  1. When this happens...
    Proposal Won
    Proposal Won
    Proposal WonTriggers when a proposal is accepted by a client.
  2. automatically do this!
    Create Item
    Create Item
    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

  • Proposify Legacy triggers, actions, and search
    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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About Proposify Legacy
Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.
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