Create Google Sheets rows for every new proposal sent in Proposify
Transfer your proposal details seamlessly from Proposify to Google Sheets with this workflow. Whenever a proposal is sent in Proposify, this workflow springs into action and inputs all the necessary data into a new row on your selected Google Sheets spreadsheet. No more manual data entry - just effortless organization all within the familiar environment of your Google Sheets.
Transfer your proposal details seamlessly from Proposify to Google Sheets with this workflow. Whenever a proposal is sent in Proposify, this workflow springs into action and inputs all the necessary data into a new row on your selected Google Sheets spreadsheet. No more manual data entry - just effortless organization all within the familiar environment of your Google Sheets.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client 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 ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It