OneClick Code + Proposify
Generate OneClick Code reports for new proposals on Proposify
When you create a new proposal, you want to have all of the correct jurisdiction and code information. This Zap puts that at your fingertips, automatically generating a report in OneClick Code for each new proposal as soon as it's generated in Proposify.
When you create a new proposal, you want to have all of the correct jurisdiction and code information. This Zap puts that at your fingertips, automatically generating a report in OneClick Code for each new proposal as soon as it's generated in Proposify.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Code Report
Creates a new code report.
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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