pxmo and Salesflare
How to connect pxmo
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When proposal Created in pxmo, create opportunity in Salesflare.
- When new Opportunity in Salesflare, create Proposal in pxmo.
About pxmo
Elevate your brand & sell more with compelling digital proposals.
pxmo operations on Zapier
Triggers (8)
Start a workflow when this happens
- Proposal Accepted — Triggers when a proposal is accepted.
- Proposal Archived — Triggers when a proposal is archived.
- Proposal Callback — Triggers when a callback is requested on a proposal.
- Proposal Created — Triggers when a new proposal is created.
- Proposal Live — Triggers when a proposal goes live.
Show 3 more triggers
- Proposal Payment Succeeded — Triggers when a proposal is paid following acceptance.
- Proposal Restored — Triggers when an archived proposal is restored (unarchived).
- Proposal Viewed — Triggers when a proposal is viewed.
Actions (1)
Things Salesflare can make it do
- Create Proposal — Creates a new proposal.
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