Any.do Personal + Proposify
Create tasks in Any.do Personal for new Proposify proposals sent
Effortlessly stay on top of your proposals with this seamless workflow. When you send a proposal using Proposify, a task will be created in your Any.do Personal app, ensuring you never forget to follow up. Save time and increase efficiency by having your tasks automatically organized for you.
Effortlessly stay on top of your proposals with this seamless workflow. When you send a proposal using Proposify, a task will be created in your Any.do Personal app, ensuring you never forget to follow up. Save time and increase efficiency by having your tasks automatically organized for you.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create Task
Creates a new task.
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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