Outbound. by Why Bravo + Proposify + Formatter by Zapier
Create activities in Outbound. by Why Bravo from new proposals sent in Proposify
Looking for an easier, more efficient way to stay on top of your proposals? This Zap is your answer. Once active, this integration automatically creates an activity in Outbound. by Why Bravo for each new proposal sent in Proposify.
Looking for an easier, more efficient way to stay on top of your proposals? This Zap is your answer. Once active, this integration automatically creates an activity in Outbound. by Why Bravo for each new proposal sent in Proposify.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Activity
Creates a new activity, Designed to be triggered from your CRM into Outbound.
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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
