CatchApp Bookings + Proposify
Create Proposify clients from new accepted appointments in CatchApp Bookings
Activate this integration to create Proposify clients from new accepted appointments in CatchApp Bookings.
Activate this integration to create Proposify clients from new accepted appointments in CatchApp Bookings.
- When this happens...New Accepted Appointment
Triggers when a person books a time with you
- automatically do this!Create Client
Creates a new client.
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New Accepted Appointment
Triggers when a person books a time with you
Try ItNew Invite Created (Mobile App)
Triggers when a new CatchApp meeting invite is created via the mobile app.
Try ItClient Created
Triggers when a user creates a new client.
Try ItProposal Lost
Triggers when a Proposal is declined by a client.
Try It
New Event Type
Triggers when a new Event Type is created from the My Event Types page in the CatchApp Bookings Dashboard.
Try ItClient 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 It