Google Sheets + Proposify
Create Google Sheets rows for new Proposify proposals
Streamline your proposal tracking process with this workflow. Whenever a new proposal is created in Proposify, a new row will be added to your Google Sheets spreadsheet. Save time and ensure all your proposal information is organized and easily accessible.
Streamline your proposal tracking process with this workflow. Whenever a new proposal is created in Proposify, a new row will be added to your Google Sheets spreadsheet. Save time and ensure all your proposal information is organized and easily accessible.
- When this happens...Proposal Created
Triggers when a proposal is created.
- 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
