Nimble + Proposify Legacy
Nimble + Proposify Legacy
Create Nimble tasks for new Proposify Legacy proposals
Managing your contacts and tasks in Nimble? With this Zapier integration, you can have your Nimble CRM and Proposify Legacy work in tandem by automatically generating Nimble tasks from new Proposify Legacy proposals. That way you'll never forget to followup after sending a new proposal to a client.
- When this happens...Proposal CreatedTriggers when a proposal is created.
- automatically do this!Create TaskCreate a new task.
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More things you can do with Proposify Legacy and Nimble
Discover other triggers and actions you can use with Proposify Legacy and Nimble
- 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
