Proposify + Scoro
Create or update Scoro companies when new Proposify clients are created
Seamlessly keep your Proposify clients and Scoro companies up to date with this efficient automation. Whenever a new client is created in Proposify, this workflow will automatically create or update a company in Scoro, ensuring your business data remains consistent across both platforms. Spend less time manually updating information and more time focusing on your clients' needs.
Seamlessly keep your Proposify clients and Scoro companies up to date with this efficient automation. Whenever a new client is created in Proposify, this workflow will automatically create or update a company in Scoro, ensuring your business data remains consistent across both platforms. Spend less time manually updating information and more time focusing on your clients' needs.
- When this happens...Client Created
Triggers when a user creates a new client.
- automatically do this!Create or Update Company
Creates a new company or updates an existing one.
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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