Proposify + Storage by Zapier
Set values in Storage by Zapier when new proposals are created in Proposify
When a new proposal is created in Proposify, this workflow will secure the information, ensuring safe storage in Storage by Zapier. This is an ideal solution for maintaining a streamlined process, as you are able to easily keep track of every proposal made, providing improved organization for your business. Utilize this automatic process to seamlessly manage your data and boost your operational efficiency.
When a new proposal is created in Proposify, this workflow will secure the information, ensuring safe storage in Storage by Zapier. This is an ideal solution for maintaining a streamlined process, as you are able to easily keep track of every proposal made, providing improved organization for your business. Utilize this automatic process to seamlessly manage your data and boost your operational efficiency.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Set Value
Set a value stored at a defined key.
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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
