Microsoft Excel + GoProposal
Add rows to Microsoft Excel whenever new proposals are won in GoProposal
Celebrate every won proposal and keep track of your progress seamlessly with this workflow. When you secure a proposal in GoProposal, it will add a new row with the related data into your Microsoft Excel table. Perfect for maintaining a clear record without the need for manual data entry, allowing you to focus on pushing your next winning proposal.
Celebrate every won proposal and keep track of your progress seamlessly with this workflow. When you secure a proposal in GoProposal, it will add a new row with the related data into your Microsoft Excel table. Perfect for maintaining a clear record without the need for manual data entry, allowing you to focus on pushing your next winning proposal.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItProposal Won
Triggers when a proposal is won.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try It
