Microsoft Office 365 + Proposify
Send an email in Microsoft Office 365 when new proposals are won in Proposify
When a proposal gets accepted in Proposify, wouldn't it be great if you're instantly notified in Microsoft Office 365? With this workflow, as soon as you win a proposal, an email is immediately sent through Office 365. No more daily checking for updates and missed communications. Save your time and focus more on creating winning proposals, while this process keeps your communication efficient and timely.
When a proposal gets accepted in Proposify, wouldn't it be great if you're instantly notified in Microsoft Office 365? With this workflow, as soon as you win a proposal, an email is immediately sent through Office 365. No more daily checking for updates and missed communications. Save your time and focus more on creating winning proposals, while this process keeps your communication efficient and timely.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Send Email
Send an email from your Office 365 account.
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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
