Loading

monday.com + Proposify

Create new monday.com items for won Proposify proposals

Celebrate your success and streamline your workflow with this automation between Proposify and monday.com. When you win a proposal in Proposify, 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.

Celebrate your success and streamline your workflow with this automation between Proposify and monday.com. When you win a proposal in Proposify, 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...
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Proposify 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 triggers, actions, and search

    Proposal Sent

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

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
monday logo
monday logo

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.
Learn moreHelp

Related categories

  • Project Management

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
proposify logo
proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.