Content Snare + Proposify
Create new Content Snare clients from signed Proposify proposals
Effortlessly streamline your client onboarding process with this workflow that connects Proposify and Content Snare. When a proposal is signed in Proposify, a new client will be created in Content Snare, eliminating the need for manual data entry and ensuring a smooth transition for your clients. Stay organized and efficient by automating your client management tasks today.
Effortlessly streamline your client onboarding process with this workflow that connects Proposify and Content Snare. When a proposal is signed in Proposify, a new client will be created in Content Snare, eliminating the need for manual data entry and ensuring a smooth transition for your clients. Stay organized and efficient by automating your client management tasks today.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
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
