GoProposal integration with Pixie
How to Create clients and start jobs in Pixie for new won proposals in GoProposal
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create clients and start jobs in Pixie for new won proposals in GoProposal" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate GoProposal integrations
GoProposal actions
Nekton can use any feature that is available in GoProposal API.
Using our advanced AI, you can easily create custom automations for GoProposal.
Here are some typical actions you can do in your automated workflows.
Draft Proposal Created
Triggers when a new draft proposal is created.
Proposal Won
Triggers when a proposal is won.
Proposal Created
Triggers when a new live proposal is created.
About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.