Digital Practice + GoProposal
Create clients in Digital Practice from new won proposals in GoProposal
Looking for a more efficient way to stay responsive to newly-won proposals? Set up this Zap to automatically create a client in Digital Practice as soon as you win them in Go Proposal.
Looking for a more efficient way to stay responsive to newly-won proposals? Set up this Zap to automatically create a client in Digital Practice as soon as you win them in Go Proposal.
- When this happens...Proposal Won
Triggers when a proposal is won.
- automatically do this!Create Client
Create a new client profile on Digital Practice with data provided
- Free forever for core features
- 14 day trial for premium features & apps
Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItProposal Won
Triggers when a proposal is won.
Try ItFetch Client List
Triggers when a new client is created on Digital Practice.
Try ItFetch Expense List
Triggers when a new expense is created on Digital Practice.
Try It
Proposal Created
Triggers when a new live proposal is created.
Try ItFetch Account List
Triggers when a new account is created on Digital Practice.
Try ItFetch Contact List
Triggers when a new contact is created on Digital Practice.
Try ItFetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Try It
