Using ProWorkflow with Osmosis

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 support@getosmosis.com.