Osmosis now supports integration with ProWorkflow. When proposals are complete, Osmosis can copy contact information, create a project, and create invoices ready to send the client.
To set this up, you can go to your integrations page:
Select the "Connect to ProWorkflow" button:
Enter your connection details for ProWorkflow:
This will verify that your credentials are correct, after which you will see this success message:
Once a client signs a proposal, Osmosis will then automatically sync the client's details, creating an invoice for the proposal:
Osmosis will also create a project for you, so you can get started right away:
Questions or feature requests? Please contact firstname.lastname@example.org.