Google Drive + Proposify
Create folders in Google Drive for new signed proposals in Proposify
Easily organize your signed proposals with this seamless workflow. As soon as a proposal is signed in Proposify, a dedicated folder is instantly created in Google Drive to store all related documents. This automation process ensures you stay organized and saves you from manual data entry, providing an efficient tool for both file management and proposal tracking.
Easily organize your signed proposals with this seamless workflow. As soon as a proposal is signed in Proposify, a dedicated folder is instantly created in Google Drive to store all related documents. This automation process ensures you stay organized and saves you from manual data entry, providing an efficient tool for both file management and proposal tracking.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
