Airtable + Proposify
Create new Airtable records for won Proposify proposals
Effortlessly keep track of your won proposals with this Proposify-Airtable integration. When a proposal is marked as won in Proposify, this workflow will create a new record in your Airtable base to help you stay organized. Save time and stay focused on growing your business while this automation handles the record-keeping for you.
Effortlessly keep track of your won proposals with this Proposify-Airtable integration. When a proposal is marked as won in Proposify, this workflow will create a new record in your Airtable base to help you stay organized. Save time and stay focused on growing your business while this automation handles the record-keeping for you.
- When this happens...Create Record
Creates a new record with auto-populating fields.
- automatically do this!Proposal Won
Triggers when a proposal is accepted by a client.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
