Proposify Integrations

Name: Zapier
Availability: InStock

Do more with Proposify integrations

Zapier lets you connect Proposify with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Slack

Team Chat

Asana

Project Management

monday.com

Project Management

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

ClickUp

Project Management

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Slack

Team Chat

Asana

Project Management

monday.com

Project Management

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Slack

Team Chat

Asana

Project Management

monday.com

Project Management

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

ClickUp

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Proposify integrations with Zapier's templates

Create PDFs in Google Drive from won Proposify proposals
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Proposify + Google Drive
Send new Slack messages for newly won Proposify proposals
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Proposify + Slack
Send new Slack messages when a Proposify proposals are viewed
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Proposify + Slack
Save Proposify won proposals to Dropbox
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Proposify + Dropbox
Create new QuickBooks Online customers from newly won Proposify proposals
Premium
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Proposify + QuickBooks Online
Share Proposify won proposals in Slack
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Proposify + Slack

Create PDFs in Google Drive from won Proposify proposals

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Proposify + Google Drive

Send new Slack messages for newly won Proposify proposals

Details

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Proposify + Slack

Send new Slack messages when a Proposify proposals are viewed

Details

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Proposify + Slack

Save Proposify won proposals to Dropbox

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Proposify + Dropbox

Create new QuickBooks Online customers from newly won Proposify proposals

Details

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Proposify + QuickBooks Online

Share Proposify won proposals in Slack

Details

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Proposify + Slack

Log Proposify won proposals in a Google Sheets spreadsheet

Details

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Proposify + Google Sheets

Create new Xero sales invoices for won Proposify proposals

Details

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Proposify + Xero

Create Teamwork projects from won proposals in Proposify

Details

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Proposify + Teamwork

Turn HubSpot contacts into Proposify clients

Details

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HubSpot + Proposify

Share Proposify won proposals via Gmail emails

Details

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Proposify + Gmail

Create Close leads from new Proposify proposals

Details

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Proposify + Close

Log Proposify won proposals in a Google Sheets spreadsheet
Details
Try it
Proposify + Google Sheets
Create new Xero sales invoices for won Proposify proposals
Premium
Details
Try it
Proposify + Xero
Create Teamwork projects from won proposals in Proposify
Details
Try it
Proposify + Teamwork
Turn HubSpot contacts into Proposify clients
Details
Try it
HubSpot + Proposify
Share Proposify won proposals via Gmail emails
Details
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Proposify + Gmail
Create Close leads from new Proposify proposals
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Proposify + Close

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Primary Person
Action
Write

Proposify Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

Proposify Integrations

Do more with Proposify integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Proposify integrations with Zapier's templates

Create PDFs in Google Drive from won Proposify proposals

Send new Slack messages for newly won Proposify proposals

Send new Slack messages when a Proposify proposals are viewed

Save Proposify won proposals to Dropbox

Create new QuickBooks Online customers from newly won Proposify proposals

Share Proposify won proposals in Slack

Create PDFs in Google Drive from won Proposify proposals

Send new Slack messages for newly won Proposify proposals

Send new Slack messages when a Proposify proposals are viewed

Save Proposify won proposals to Dropbox

Create new QuickBooks Online customers from newly won Proposify proposals

Share Proposify won proposals in Slack

Log Proposify won proposals in a Google Sheets spreadsheet

Create new Xero sales invoices for won Proposify proposals

Create Teamwork projects from won proposals in Proposify

Turn HubSpot contacts into Proposify clients

Share Proposify won proposals via Gmail emails

Create Close leads from new Proposify proposals

Log Proposify won proposals in a Google Sheets spreadsheet

Create new Xero sales invoices for won Proposify proposals

Create Teamwork projects from won proposals in Proposify

Turn HubSpot contacts into Proposify clients

Share Proposify won proposals via Gmail emails

Create Close leads from new Proposify proposals

Supported triggers and actions

Proposify Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Proposify Integrations

Popular Proposify Integrations