Paperless Forms + Proposify
Create proposals in Proposify from new Paperless Forms entries
Simplify your proposal creation process by connecting Paperless Forms and Proposify in this seamless workflow. When a new entry is submitted through the Paperless Forms app, a proposal will be instantly created in Proposify, saving you valuable time and reducing manual data entry. Stay organized and efficient while delivering professional proposals to your clients with this automation.
Simplify your proposal creation process by connecting Paperless Forms and Proposify in this seamless workflow. When a new entry is submitted through the Paperless Forms app, a proposal will be instantly created in Proposify, saving you valuable time and reducing manual data entry. Stay organized and efficient while delivering professional proposals to your clients with this automation.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Proposal
Creates a new proposal.
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Form Name
Try ItClient Created
Triggers when a user creates a new client.
Try ItProposal Lost
Triggers when a Proposal is declined by a client.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try It
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
