Proposify integration with Google Drive
How to Create PDFs in Google Drive from won Proposify proposals
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 PDFs in Google Drive from won Proposify proposals" 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 Proposify integrations
Proposify actions
Nekton can use any feature that is available in Proposify API.
Using our advanced AI, you can easily create custom automations for Proposify.
Here are some typical actions you can do in your automated workflows.
Create Proposal
Creates a new proposal.
Create Client
Creates a new client.
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Proposal Created
Triggers when a proposal is created.
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Proposal Viewed
Triggers when a proposal is viewed by a client.
About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.