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.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create Task
Creates a new task.
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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