Prospero integration with Pipedrive
How to Update deals in Pipedrive once new Prospero proposals are signed
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 "Update deals in Pipedrive once new Prospero proposals are signed" 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 Prospero integrations
Prospero actions
Nekton can use any feature that is available in Prospero API.
Using our advanced AI, you can easily create custom automations for Prospero.
Here are some typical actions you can do in your automated workflows.
Create Proposal
Creates a new proposal.
Draft Proposal
Triggers when a new proposal is created.
Open Proposal
Triggers when a new proposal is opened.
Signed Proposal
Triggers when a proposal is signed.
Declined Proposal
Triggers when a proposal is declined.
Published Proposal
Triggers when a proposal is published.
About Prospero
Create proposals with ease. Impress your clients and win more projects.