How to connect Proposify + monday.com
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- Client Commented on a ProposalTriggers when a client has left a comment on the client view.Trigger
- Client CreatedTriggers when a user creates a new client.Trigger
- Proposal CreatedTriggers when a proposal is created.Trigger
- Proposal LostTriggers when a Proposal is declined by a client.Trigger
- Proposal SentTriggers when a proposal is sent or marked as sent by a user.Trigger
- Proposal SignedTriggers when a proposal is signed by a client.Trigger
- Proposal ViewedTriggers when a proposal is viewed by a client.Trigger
- Proposal WonTriggers when a proposal is accepted by a client.Trigger
- Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Creates a new client.
Scheduled
Action
- Proposify
Creates a new proposal.
Scheduled
Action
- monday.com
Triggers when any column's value is changed in the selected board
Instant
Trigger
- monday.com
Triggers when an item is created in a specific board.
Instant
Trigger
- monday.com
Triggers when a new board is created.
Scheduled
Trigger
- monday.com
Triggers when a specific column's value changes in the selected board
Instant
Trigger
- monday.com
Triggers when a new update is posted on a board.
Instant
Trigger
- monday.com
Triggers when a new user joins your monday.com account.
Scheduled
Trigger
- monday.com
Archives a board
Scheduled
Action
- monday.com
Archives a specific group in a board
Scheduled
Action
- monday.com
Archives an item
Scheduled
Action
- monday.com
Update an item's name
Scheduled
Action
- monday.com
Change multiple column values of an item
Scheduled
Action
- monday.com
Creates a new board
Scheduled
Action
- monday.com
Create a new column in board.
Scheduled
Action
- monday.com
Creates a new group in a board
Scheduled
Action
- monday.com
Create a new Item in a board
Scheduled
Action
- monday.com
Create a new subitem in a item
Scheduled
Action
- monday.com
Create a new update.
Scheduled
Action
- monday.com
Delete a specific group from a board
Scheduled
Action
- monday.com
Delete an item from a board
Scheduled
Action
- monday.com
Duplicate a group with its items
Scheduled
Action
- monday.com
Upload File To Specific Column
Scheduled
Action
- monday.com
The column that you want to search for a specific value
Scheduled
Action
- monday.com
Returns the data for a all columns in the specific board
Scheduled
Action
- monday.com
Returns the data for a specific column in the board
Scheduled
Action
- monday.com
Returns the data for a specific file column in the board
Scheduled
Action
- monday.com
Returns the group name for a specific board
Scheduled
Action
- monday.com
Returns the subitems for a specific item in the board
Scheduled
Action
- monday.com
Returns the details for a specific user
Scheduled
Action
How Proposify + monday.com Integrations Work
- Step 1: Authenticate Proposify and monday.com.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.
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