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Zapier and Proposals

Learn what information Zapier can pull from Check Cherry proposals

Updated over 6 months ago

You can create a Zap to send information to another app when a proposal is created in Check Cherry. The triggers for proposal creation are:

  1. A client books a package that is set to Request for Proposal

  2. A proposal is created manually

Once you have a trigger event, select the Check Cherry account this Zap should pull data from.

Continue to configure your Zap and connect your other apps to complete the action.

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