monday.com + Proposify
Create new items in monday.com when new clients are created in Proposify
Effortlessly manage your new Proposify client information by incorporating it into monday.com. With this efficient workflow, newly created Proposify clients prompt the creation of an item in monday.com, ensuring you keep track of client details and tasks. No more manual entry or missed details, your client management becomes seamless and efficient.
Effortlessly manage your new Proposify client information by incorporating it into monday.com. With this efficient workflow, newly created Proposify clients prompt the creation of an item in monday.com, ensuring you keep track of client details and tasks. No more manual entry or missed details, your client management becomes seamless and efficient.
- When this happens...Client Created
Triggers when a user creates a new client.
- automatically do this!Create Item
Create a new Item in a 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
