Create new monday.com items for won Proposify proposals
Celebrate your success and streamline your workflow with this automation between Proposify and monday.com. When you win a proposal in Proposify, this integration automatically creates a new item in monday.com, helping you effortlessly track your progress and manage your projects. Save time and keep your team in the loop with this seamless connection between your two favorite tools.
Celebrate your success and streamline your workflow with this automation between Proposify and monday.com. When you win a proposal in Proposify, this integration automatically creates a new item in monday.com, helping you effortlessly track your progress and manage your projects. Save time and keep your team in the loop with this seamless connection between your two favorite tools.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
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