Create Zenkit items from new won Proposify proposals
Do you use Zenkit as a project management software and Proposify as a proposal software, but can't work productively due to extra time spent on keeping data synced? This Zapier integration will automatically create a new Zenkit item when a new proposal is accepted by clients in Proposify. In this way, you can conduct your further project management actions accordingly and improve your workflow!
Do you use Zenkit as a project management software and Proposify as a proposal software, but can't work productively due to extra time spent on keeping data synced? This Zapier integration will automatically create a new Zenkit item when a new proposal is accepted by clients in Proposify. In this way, you can conduct your further project management actions accordingly and improve your workflow!
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Item
Creates a new 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