Create new Wave customers from signed Proposify proposals
Streamline your client onboarding process with this Proposify to Wave workflow. As soon as a proposal is signed in Proposify, it prompts the creation of a new customer in Wave. This makes the transition from pitch to project seamless and quickens the invoicing process, giving you more time to focus on delivering great results for your clients.
Streamline your client onboarding process with this Proposify to Wave workflow. As soon as a proposal is signed in Proposify, it prompts the creation of a new customer in Wave. This makes the transition from pitch to project seamless and quickens the invoicing process, giving you more time to focus on delivering great results for your clients.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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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