Triggers

Proposal Won

Triggers when a proposal is accepted by a client.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Proposal Viewed

Triggers when a proposal is viewed by a client.

Client Created

Triggers when a user creates a new client.

Proposal Sent

Triggers when a proposal is sent or marked as sent by a user.

Proposal Signed

Triggers when a proposal is signed by a client.

Proposal Lost

Triggers when a Proposal is declined by a client.

Proposal Created

Triggers when a proposal is created.

Actions

Create Client

Creates a new client

Create Proposal

Creates a new proposal