FYI + GoProposal
Create or update FYI clients automatically when new proposals are created in GoProposal
Create a streamlined workflow between GoProposal and FYI with this automation. When a new proposal is generated in GoProposal, this workflow will immediately create or update the client details in FYI. This ensures your client information is always up-to-date, saving you time and reducing the risk of errors. Perfect for businesses looking to improve efficiency and communication within their team.
Create a streamlined workflow between GoProposal and FYI with this automation. When a new proposal is generated in GoProposal, this workflow will immediately create or update the client details in FYI. This ensures your client information is always up-to-date, saving you time and reducing the risk of errors. Perfect for businesses looking to improve efficiency and communication within their team.
- When this happens...Proposal Created
Triggers when a new live proposal is created.
- automatically do this!Create or Update Client
Create or Update a Client in FYI.
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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 ItNameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
Name
Create job if it doesn’t exist yetRequired
Job Type
Description
Job Code
Partner Email
Manager Email
Start Date
Due Date
Proposal Created
Triggers when a new live proposal is created.
Try ItCreate client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
NameRequired
Create group if it doesn’t exist yetRequired
NameRequired
Web LinkRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID