Notify team and clients about payment setup after proposal is won in GoProposal, create conversation in Help Scout, and send email
Notify team and clients about payment setup after proposal is won in GoProposal, create conversation in Help Scout, and send email
Notify your team and clients about payment setup requirements when a proposal is won in GoProposal. Create a conversation in Help Scout and send an email via Zapier to ensure timely onboarding and invoicing.
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Overview
Notify your team and clients about payment setup requirements when a proposal is won in GoProposal. Create a conversation in Help Scout and send an email via Zapier to ensure timely onboarding and invoicing.