Fresh Proposals integrations
Use Nekton to connect Fresh Proposals with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Fresh Proposals integrations with Nekton
Create automations that integrate Fresh Proposals with other services
Nekton AI can integrate Fresh Proposals with many online apps and tools.
Here are some popular integrations you can try to automate your Fresh Proposals workflows:
Fresh Proposals actions
Nekton can use any feature that is available in Fresh Proposals API.
Using our advanced AI, you can easily create custom automations for Fresh Proposals.
Here are some typical actions you can do in your automated workflows.
Create Client
Create the client by getting information from other platform
Create Proposal From Template Id
Create a proposal based on template id, client-company name and email id of the client. It creates a proposal and save it in a draft mode.
You can find the proposal value, currency and proposal link for client as well as for internal purpose.
You can find the template id in the right side panel of the template editor.
The client, email id should be already present in the system
Client Created
Triggers when a new Company is added in Fresh Proposals .
Proposal Created
Triggers when a new Proposal is created .
Proposal Rejected
Triggers when a proposal rejected by client .
Company Contact Added
trigger when new contact added/updated in freshproposals
Proposal Accepted
Triggers when a proposal is accepted by client .
Proposal Sent
Triggers when a proposal is sent by a team member .
About Fresh Proposals
FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal