Basecamp + Proposify
Create projects in Basecamp 3 from newly signed Proposify proposals
Easily transform signed proposals into organized projects with this efficient workflow between Proposify and Basecamp 3. When a proposal is signed in Proposify, a new project is created from a template in Basecamp 3. Streamline your project management process and start working on client projects in no time with this seamless automation.
Easily transform signed proposals into organized projects with this efficient workflow between Proposify and Basecamp 3. When a proposal is signed in Proposify, a new project is created from a template in Basecamp 3. Streamline your project management process and start working on client projects in no time with this seamless automation.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Project From Template
Creates a new project using a template.
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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
