GoProposal + Pixie
Create and update Pixie clients when new GoProposal draft proposals are created
Effortlessly manage your client information when a draft proposal is created in GoProposal. With this seamless workflow, every time a new draft proposal is generated in GoProposal, the client data will be automatically updated or added in Pixie, keeping both platforms up-to-date and ensuring accurate communication with your clients. Spend less time on manual data entry and focus more on providing top-notch services.
Effortlessly manage your client information when a draft proposal is created in GoProposal. With this seamless workflow, every time a new draft proposal is generated in GoProposal, the client data will be automatically updated or added in Pixie, keeping both platforms up-to-date and ensuring accurate communication with your clients. Spend less time on manual data entry and focus more on providing top-notch services.
- When this happens...Draft Proposal Created
Triggers when a new draft proposal is created.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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