CatchApp Bookings + Proposify
Create proposals in Proposify for new accepted appointments in CatchApp Bookings
Once this template is active, every time you have a new CatchApp Bookings appointment, a proposal will be created in Proposify.
Once this template is active, every time you have a new CatchApp Bookings appointment, a proposal will be created in Proposify.
- When this happens...New Accepted Appointment
Triggers when a person books a time with you
- automatically do this!Create Proposal
Creates a new proposal.
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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