NetSuite + Proposify
Create new records in NetSuite when new proposals are created in Proposify
Streamline your sales and accounting processes with this effective workflow. Whenever a new proposal is created in Proposify, a record of it will simultaneously be created in your NetSuite account. This ensures that your financial record-keeping is up-to-date with your sales efforts, saving you time and reducing the risk of errors. Enhance your productivity and keep your data aligned across platforms with this efficient workflow tool.
Streamline your sales and accounting processes with this effective workflow. Whenever a new proposal is created in Proposify, a record of it will simultaneously be created in your NetSuite account. This ensures that your financial record-keeping is up-to-date with your sales efforts, saving you time and reducing the risk of errors. Enhance your productivity and keep your data aligned across platforms with this efficient workflow tool.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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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