Proposify + Wave
Create Wave invoices for new Proposify proposals won
Celebrate your hard-earned wins by streamlining your invoicing process with this efficient workflow. When you successfully close a deal in Proposify, an invoice will be created in Wave to help you manage your finances with ease. Say goodbye to manual data entry and stay organized with this seamless automation.
Celebrate your hard-earned wins by streamlining your invoicing process with this efficient workflow. When you successfully close a deal in Proposify, an invoice will be created in Wave to help you manage your finances with ease. Say goodbye to manual data entry and stay organized with this seamless automation.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Invoice
Creates a new invoice.
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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
