monday.com + Proposify
Create new items in monday.com when proposals are signed in Proposify
This workflow kicks into action when Proposal Signed takes place in Proposify, resulting in the creation of a new item in monday.com. Efficiently keep track of all newly signed proposals by having a corresponding item created in your monday.com boards. This seamless flow of information not only enhances visibility but also aids in better project management.
This workflow kicks into action when Proposal Signed takes place in Proposify, resulting in the creation of a new item in monday.com. Efficiently keep track of all newly signed proposals by having a corresponding item created in your monday.com boards. This seamless flow of information not only enhances visibility but also aids in better project management.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Item
Create a new Item in a board
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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
