1.Detects new proposal created
Integrate GoProposal and Zapier to capture proposer and company details from a newly created proposal to start task routing.
Create renewal task to update client service records
Automatically monitor new proposal created events across GoProposal and Zapier webhooks. Create and update ops tasks when renewal proposals are created, renewal criteria match, or line items arriveβso you can assign owners, set due dates, and update service records without manual data entry.
How this automation assigns renewal work
When new proposal is created, unmanaged renewals can delay same-day accounting updates and task routing accuracy. This automation transforms proposal details and deduplicates entities and creates tasks and due datesβso your team can keep service records current.
GoProposalor swap with your favorite app
2.Filters qualifying renewal proposals
Integrate Filter by Zapier and Zapier logic to allow only renewal proposal types and exclude sender domains to reduce noise.
Filter by Zapieror swap with your favorite app
3.Splits proposal line items into entities
Integrate Formatter by Zapier and data parsing tools to split line items into a raw entity list to isolate renewal entities.
Formatter by Zapieror swap with your favorite app
4.Dedupe entities into a distinct list
Integrate Code by Zapier and scripting tools to deduplicate entities and return a compact list to prevent duplicates in tasks.
Code by Zapieror swap with your favorite app
5.Creates a task for renewal work
Integrate Webhooks by Zapier and project management endpoints to post a task payload with assignee lookup and due date to create work.
Webhooks by Zapieror swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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