Sign Up
GP: File Note
“Anytime a proposal won is created in GoProposal, create file note in FYI.”
created by
David Smith
How Zapier works (57 sec)
Loading
Try this Zap
FREE for 14 days
Trusted at companies large and small
This Zap works in 2 steps …
Step 1 - Trigger
Anytime a proposal won is created in Your App
Learn More
Step 2 - Action
Create file note in FYI
Learn More
1
2
1 minute to set up
Get back 1.2 hrs /week
2 people use this app pairing
This Zap uses the following 2 apps
GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
FYI
FYI is a document management service for professionals
GoProposal + FYI
Check out all the other ways you can connect GoProposal and FYI.
Learn More