How to connect Proposify + Agile CRM
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.Try ItTriggerInstant
Triggers when a proposal is created.Try ItTriggerInstant
Triggers when a proposal is sent or marked as sent by a user.Try ItTriggerInstant
Triggers when a proposal is viewed by a client.Try ItTriggerInstant
Triggers when a user creates a new client.Try ItTriggerInstant
Triggers when a Proposal is declined by a client.Try ItTriggerInstant
Triggers when a proposal is signed by a client.Try ItTriggerInstant
Triggers when a proposal is accepted by a client.Try ItTriggerInstant
- Step 1: Authenticate Proposify and Agile CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.