To set up the integration, start by selecting your triggers and actions on our platform. A common trigger could be when a new proposal is created in Proposify, prompting an action in monday.com like adding a new item to a board. After defining your triggers and actions, authenticate both apps through our interface and test the setup to ensure it functions as expected.

Examples of triggers include creating a new proposal in Proposify or updating an existing one. These triggers can initiate various actions in monday.com, such as creating an update in an item, adding a column to a board, or notifying team members.

Yes, you can automate updates such as altering item statuses or notifying team members whenever there are changes to proposals in Proposify. Simply set these as actions following specific triggers from Proposify within our integration settings.

Absolutely. You can map the trigger 'New Client' from Proposify to automatically create a new item or task on your designated monday.com board. This helps streamline client onboarding directly from when they're added into Proposify.

After setting up your desired workflows with chosen triggers and actions, test them using sample data provided during setup. You should see the consequential actions being executed correctly on either platform based on those test inputs. We offer logs and notifications for troubleshooting any issues that might arise.

Yes, conditional logic can be applied where only if certain criteria are met will the action proceed. For example, you can specify that only proposals over a certain value trigger an action of updating stakeholders on Monday.com.

Some limitations include rate limits from both applications affecting how quickly tasks are updated across platforms. Additionally, while most core features are supported by our integrations, certain custom fields or proprietary data types may not be seamlessly transferable due to inherent app restrictions.