Google Sheets + Proposify
Add new Proposify clients to Google Sheets as spreadsheet rows
Effortlessly keep track of new clients in Proposify by adding their information to a Google Sheets spreadsheet. With this workflow, whenever a new client is created in Proposify, their details will be added to a new row in your chosen Google Sheets spreadsheet. This way, you can maintain an organized and up-to-date client list without manual data entry.
Effortlessly keep track of new clients in Proposify by adding their information to a Google Sheets spreadsheet. With this workflow, whenever a new client is created in Proposify, their details will be added to a new row in your chosen Google Sheets spreadsheet. This way, you can maintain an organized and up-to-date client list without manual data entry.
- When this happens...Client Created
Triggers when a user creates a new client.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
