monday.com + Proposify
Create new boards on monday.com when proposals are won in Proposify
Winning a proposal in Proposify can now lead to direct action in your monday.com workspace. With this workflow, when a proposal gets a positive response, a new board is instantly created in monday.com. This makes managing your successful proposals easier and allows for organized tracking of your wins, enhancing your productivity and improving your client relationships.
Winning a proposal in Proposify can now lead to direct action in your monday.com workspace. With this workflow, when a proposal gets a positive response, a new board is instantly created in monday.com. This makes managing your successful proposals easier and allows for organized tracking of your wins, enhancing your productivity and improving your client relationships.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Board
Creates a new board
- Free forever for core features
- 14 day trial for premium features & apps
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
