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Zapier: proposal approved trigger

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AdminNiftyQuoter Support (Admin, Abrumeo s.r.o.) shared this idea  ·   ·  Report…  ·  Admin →

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  • DD commented  ·   ·  Report

    yes this would be so helpful! also a proposal rejected / canceled trigger if that doesn't already exist.

  • Bob Pinkerton commented  ·   ·  Report

    I would use this capability to trigger some workflow out of Salesforce based on customer acceptance of a proposal - notification of the implementation team, updating forecast status, etc.

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