Clinked + Proposify

Create Clinked groups for newly signed Proposify proposals

Streamline your collaboration process as soon as a proposal is signed with this efficient workflow. When a proposal gets signed in Proposify, a corresponding group is instantly created in Clinked, allowing your team to organize and manage client-specific information seamlessly. Save time and boost productivity by automating group creation and keeping everything centralized for optimal team communication.

Streamline your collaboration process as soon as a proposal is signed with this efficient workflow. When a proposal gets signed in Proposify, a corresponding group is instantly created in Clinked, allowing your team to organize and manage client-specific information seamlessly. Save time and boost productivity by automating group creation and keeping everything centralized for optimal team communication.

  1. When this happens...
    ProposifyProposify
    Proposal Signed

    Triggers when a proposal is signed by a client.

    TriggerInstant
  2. automatically do this!
    ClinkedClinked
    Create Group

    Creates a new group.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Created

    Triggers when a proposal is created.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
clinked logo
clinked logo

About Clinked

Clinked is a white-label client portal for business. Clinked offers secure communication, collaboration & information sharing portal.

Related categories

  • Team Collaboration
proposify logo
proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Learn more

Related categories

  • Proposal & Invoice Management