pxmo + Samdock

pxmo + Samdock integrations

Create new Samdock deals when proposals are accepted in pxmo

Elevate efficiency and stay organized effortlessly with this tailored workflow. When a proposal is accepted in pxmo, a deal is immediately created in Samdock. This seamless connection ensures no detail is overlooked, offering precise management of your business progress and freeing up valuable time. Keep projects fluid and maintain a smooth workflow without extra manual labour.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted.
TriggerInstant
automatically do this!
Create DealThis action creates a 'Deal' in Samdock.
ActionWrite

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More things you can do with pxmo and Samdock

Discover other triggers and actions you can use with pxmo and Samdock

- Proposal variables
Trigger
Instant
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- Proposal variables
Trigger
Instant
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- Proposal variables
Trigger
Instant
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- Proposal variables
Trigger
Instant
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- Proposal name
- Template ID
- Proposal variables
Action
Write

- Lead/Deal Selection
  Required
Trigger
Polling
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New Person
Triggers when a new person is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First Name
  Required
- Last Name
  Required
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _id
  Required
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

- Proposal variables
Trigger
Instant
Try It
- Proposal variables
Trigger
Instant
Try It
- Proposal variables
Trigger
Instant
Try It
- Proposal variables
Trigger
Instant
Try It
Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
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New Organization
Triggers when a new organization is created.
Trigger
Polling
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New Request
Triggers when a new request is created.
Trigger
Polling
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- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- Name
  Required
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last Name
  Required
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization Name
  Required
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
- Name
  Required
- Description
- Priority
- Start Date
- Due Date
Action
Write

About pxmo

Elevate your brand & sell more with compelling digital proposals.

HelpHelp

Related categories

Proposal & Invoice Management

About Samdock

Samdock is a simple CRM system for small businesses.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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