Accelo + Proposify Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Accelo and Proposify, with as many as 44 possible integrations. Are you ready to find your productivity superpowers?
Create requests in Accelo from won Proposify proposals
Ready to start a new project now that you just won a proposal? This Zap simplifies the process by automatically creating a request in Accelo for every won proposal in Proposify.
How It Works
- A new proposal is won in Proposify
- Zapier automatically creates a new request in Accelo
What You Need
- Proposify account
- Accelo account
It's easy to connect Accelo + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a task is assigned.
Creates a new contact or updates a contact if it already exists.
Triggers when a new request is created.
Creates a new request. If the request's contact does not exist, a new one will be created for you.
Triggers when a proposal is accepted by a client.
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
Triggers when a client has left a comment on the client view.
Creates a new client.
Triggers when a proposal is created.
Creates a new proposal.
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