Notion + Proposify
Create new Notion items when Proposify proposals are won
Boost your productivity with this seamless workflow that springs into action when a proposal is won in Proposify. It instantly creates a new database item in Notion, helping you stay organized and up-to-date with emerging business opportunities. This automation saves time and accelerates processes, turning your successful proposals into well-documented victories in Notion.
Boost your productivity with this seamless workflow that springs into action when a proposal is won in Proposify. It instantly creates a new database item in Notion, helping you stay organized and up-to-date with emerging business opportunities. This automation saves time and accelerates processes, turning your successful proposals into well-documented victories in Notion.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Data Source Item
Creates an item in a data source.
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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