Skip to main content

create automated workflows

I would like to be able to create some automations.

For example when I send a proposal, I would like to automatically save a csv for the estimate of all fields, and a pdf copy of the proposal sent.

That way if I then make changes to the estimate, I have a snapshot of the original estimate and proposal and could recreate it.

The ability to set triggers and actions would be great.

like when a proposal is read, do A,B,C

if a proposal is accepted do A,B,C

On a manager side:

if a lead has sat for x days without moving to the next step, notify me, or update a file.

Log in to comment and vote

No comments yet

Be the first to share your thoughts.