Nimble + Proposify
Create Nimble tasks for new Proposify proposals
Managing your contacts and tasks in Nimble? With this Zapier integration, you can have your Nimble CRM and Proposify work in tandem by automatically generating Nimble tasks from new Proposify proposals. That way you'll never forget to followup after sending a new proposal to a client.
Managing your contacts and tasks in Nimble? With this Zapier integration, you can have your Nimble CRM and Proposify work in tandem by automatically generating Nimble tasks from new Proposify proposals. That way you'll never forget to followup after sending a new proposal to a client.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Task
Create a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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
