Create Filepass projects when new proposals are signed in Better Proposals
Want to get your project going as soon as your client accepts your proposal? This integration will get you and your team doing just that. Automatically create a new Filepass Project whenever a proposal is signed in Better Proposals.
Want to get your project going as soon as your client accepts your proposal? This integration will get you and your team doing just that. Automatically create a new Filepass Project whenever a proposal is signed in Better Proposals.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!New Project
Create a new project.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNew Comment
Triggers when a comment has been added to a file.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
New File or Folder
Triggers when a file or folder has successfully processed.
Try It