Have Proposal ID or name to be used in zaps
as we work to make some automated items from drip to other platforms like QB or slack, if you have a repeat customer you cannot create a channel, customer, invoice due to duplicate name,
if we had a ID/name as part of the API, would be easy to use some of these zaps better
Comments2
An Anonymous User
Apr 22, 2025
I think this is a good idea - will help with job tracking and accounting externally
David Cook
Nov 22, 2024
type- HAve Proposal…