monday.com + Proposify
Update multiple columns in monday.com when new proposals are won in Proposify
Enhance your productivity with this practical workflow between Proposify and monday.com. Each time a proposal is successfully won in Proposify, this change is reflected on your monday.com boards by updating multiple columns, ensuring that your project progress is consistently up-to-date with your latest wins in Proposify. Minimize manual data entry and stay focused on clinching your next success.
Enhance your productivity with this practical workflow between Proposify and monday.com. Each time a proposal is successfully won in Proposify, this change is reflected on your monday.com boards by updating multiple columns, ensuring that your project progress is consistently up-to-date with your latest wins in Proposify. Minimize manual data entry and stay focused on clinching your next success.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Update Item
Change multiple column values of an item
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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
