Google Sheets + Proposify
Create Google Sheets row for every new signed proposal in Proposify
Stay organized and efficient with this workflow. Whenever a proposal is signed in Proposify, it instantly creates a new row in your Google Sheets spreadsheet. This ensures your sheet stays updated with the latest deal progress, freeing up your time to focus more on closing deals and enhancing client relationships. It's a seamless process to keep your proposals and data tracking in perfect harmony.
Stay organized and efficient with this workflow. Whenever a proposal is signed in Proposify, it instantly creates a new row in your Google Sheets spreadsheet. This ensures your sheet stays updated with the latest deal progress, freeing up your time to focus more on closing deals and enhancing client relationships. It's a seamless process to keep your proposals and data tracking in perfect harmony.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a 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
