Notify team via Gmail and store proposal documents in Google Drive when proposal status updates in Portal.io
Notify team via Gmail and store proposal documents in Google Drive when proposal status updates in Portal.io
Notify relevant parties when a proposal is accepted by updating the status in Portal.io, sending an email via Gmail, and uploading the proposal document to Google Drive for easy access and organization.
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Overview
Notify relevant parties when a proposal is accepted by updating the status in Portal.io, sending an email via Gmail, and uploading the proposal document to Google Drive for easy access and organization.