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Create a new Airtable record for each Proposify proposal created, and format client details

Create a new Airtable record for each Proposify proposal created, and format client details

Create a new record in Airtable when a proposal is generated in Proposify, ensuring all relevant client and proposal details are captured and formatted correctly for better tracking and reporting.

Create a new Airtable record for each Proposify proposal created, and format client details

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Overview

Create a new record in Airtable when a proposal is generated in Proposify, ensuring all relevant client and proposal details are captured and formatted correctly for better tracking and reporting.

Create a new Airtable record for each Proposify proposal created, and format client details