Proposify + Teamwork

Create new tasks in Teamwork from sent proposals in Proposify

Streamline your workflow between Proposify and Teamwork. Each time a proposal is sent via Proposify, this automation creates a corresponding task within Teamwork. By doing so, it promotes efficient task management, ensuring that no crucial steps fall through the cracks after a proposal is dispatched.

Streamline your workflow between Proposify and Teamwork. Each time a proposal is sent via Proposify, this automation creates a corresponding task within Teamwork. By doing so, it promotes efficient task management, ensuring that no crucial steps fall through the cracks after a proposal is dispatched.

  1. When this happens...
    ProposifyProposify
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    TriggerInstant
  2. automatically do this!
    TeamworkTeamwork
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

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