monday.com + Proposify
Create items in monday.com for new Proposify proposals
Effortlessly manage your sales proposals and projects together with this Proposify and monday.com integration. When a new proposal is created in Proposify, 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 and monday.com.
Effortlessly manage your sales proposals and projects together with this Proposify and monday.com integration. When a new proposal is created in Proposify, 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 and monday.com.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Item
Create a new Item in a board
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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
