Beacon + Proposify
Create new Proposify clients when workflow actions occur in Beacon
Streamline your client management process with this convenient automation. Whenever a workflow action occurs in Beacon, a new client will be created in Proposify. This ensures your Proposify client list is always up-to-date with your workflow activities in Beacon, saving you valuable time and reducing chances of manual entry errors.
Streamline your client management process with this convenient automation. Whenever a workflow action occurs in Beacon, a new client will be created in Proposify. This ensures your Proposify client list is always up-to-date with your workflow activities in Beacon, saving you valuable time and reducing chances of manual entry errors.
- When this happens...Workflow Action
Triggers each time a workflow runs with a 'Trigger a Zap' action.
- automatically do this!Create Client
Creates a new client.
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