• Accelo logoAccelo logo
  • Proposify logoProposify logo

Accelo + Proposify Integrations

How to connect Accelo + Proposify

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  • Accelo triggers, actions, and search
    Task Assigned
    Triggers when a task is assigned.
    Trigger
    Instant
  • Accelo triggers, actions, and search
    New Request
    Triggers when a new request is created.
    Trigger
    Instant
  • Accelo triggers, actions, and search
    Create/Update Contact
    Creates a new contact or updates a contact if it already exists.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Request
    Creates a new request. If the request's contact does not exist, a new one will be created for you.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Sale
    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Timer
    Starts a new timer.
    Action
    Write
  • Accelo triggers, actions, and search
    Pause Timers
    Pauses any active timers.
    Action
    Write
  • Accelo triggers, actions, and search
    Lookup Webhook Resource
    Lookup a webhook's resource.
    Action
    Search
  • Proposify

    Triggers when a client has left a comment on the client view.

    Instant

    Trigger

  • Proposify

    Triggers when a user creates a new client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is created.

    Instant

    Trigger

  • Proposify

    Triggers when a Proposal is declined by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is sent or marked as sent by a user.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is signed by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is viewed by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal is accepted by a client.

    Instant

    Trigger

  • Proposify

    Triggers when a proposal reminder is sent or marked as sent by a user.

    Instant

    Trigger

  • Proposify

    Creates a new client.

    Scheduled

    Action

  • Proposify

    Creates a new proposal.

    Scheduled

    Action

How Accelo + Proposify Integrations Work

  1. Step 1: Authenticate Accelo and Proposify.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
accelo logo
accelo logo

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

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proposify logo
proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
Learn more

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