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monday.com + Proposify Legacy

monday.com + Proposify Legacy

monday.com + Proposify Legacy integrations

Create new items in monday.com when proposals are signed in Proposify Legacy

This workflow kicks into action when Proposal Signed takes place in Proposify Legacy, resulting in the creation of a new item in monday.com. Efficiently keep track of all newly signed proposals by having a corresponding item created in your monday.com boards. This seamless flow of information not only enhances visibility but also aids in better project management.

  1. When this happens...
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  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 monday.com and Proposify Legacy

Discover other triggers and actions you can use with monday.com and Proposify Legacy

    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
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    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    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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