Fresh Proposals + Google Chat
Send Google Chat messages when new proposals are sent in Fresh Proposals
Stay on top of your proposals with this efficient workflow. When a proposal is sent via Fresh Proposals, it creates a message in Google Chat, keeping your team in the loop. This streamlined process ensures timely communication, so no sent proposal goes unnoticed, enhancing team collaboration. It's an effortless bridge between proposal management and team communication.
Stay on top of your proposals with this efficient workflow. When a proposal is sent via Fresh Proposals, it creates a message in Google Chat, keeping your team in the loop. This streamlined process ensures timely communication, so no sent proposal goes unnoticed, enhancing team collaboration. It's an effortless bridge between proposal management and team communication.
- When this happens...Proposal Sent
Triggers when a proposal is sent by a team member .
- automatically do this!Create Message
Create a message in Hangouts Chat.
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Client Created
Triggers when a new Company is added in Fresh Proposals .
Try ItProposal Created
Triggers when a new Proposal is created .
Try ItProposal Rejected
Triggers when a proposal rejected by client .
Try ItCompanyNameRequired
Company Web Site Url
Company AddressLine1
Company AddressLine2
Company City
Company State
Company Country
Company Zip address
OfficeMobileNo
Contact First NameRequired
Contact Last NameRequired
Contact Email AddressRequired
Contact Mobile Number
Company Contact Added
trigger when new contact added/updated in freshproposals
Try ItProposal Accepted
Triggers when a proposal is accepted by client .
Try ItProposal Sent
Triggers when a proposal is sent by a team member .
Try ItTemplate IdRequired
Proposal NameRequired
DueDateRequired
Client NameRequired
Contact EmailRequired
