Integrate Proposify with Retently

Trigger NPS/CSAT surveys after a proposal is accepted or rejected to gather feedback on the proposal process, sync client contact details and proposal history with Retently, and use feedback scores to improve proposal strategies and client interactions.

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About Proposify

Proposify allows users to create and manage proposals, providing functionalities for client interaction and proposal status tracking.

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Proposify to Retently

1

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.
2

Proposal Created

Triggers when a proposal is created.
3

Proposal Sent

Triggers when a proposal is sent or marked as sent by a user.
4

Proposal Viewed

Triggers when a proposal is viewed by a client.
5

Proposal Reminder Sent

Triggers when a proposal reminder is sent or marked as sent by a user.
6

Client Created

Triggers when a user creates a new client.
7

Proposal Lost

Triggers when a proposal is declined by a client.
8

Proposal Signed

Triggers when a proposal is signed by a client.
9

Proposal Won

Triggers when a proposal is accepted by a client.
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Retently to Proposify

1

Create Proposal

Creates a new proposal.
2

Create Client

Creates a new client.

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