Accelo + Proposify

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.

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.

When this happens...
Proposal Won
Triggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Create Request
Creates a new request. If the request's contact does not exist, a new one will be created for you.
ActionWrite

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Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant

Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant

Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant

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
Accelo
Triggers when a task is assigned.
Instant
Trigger
Accelo
Triggers when a new request is created.
Instant
Trigger
Accelo
Creates a new contact or updates a contact if it already exists.
Scheduled
Action
Accelo
Creates a new request. If the request's contact does not exist, a new one will be created for you.
Scheduled
Action
Accelo
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
Scheduled
Action
Accelo
Starts a new timer.
Scheduled
Action
Accelo
Pauses any active timers.
Scheduled
Action
Accelo
Lookup a webhook's resource.
Scheduled
Action

About Accelo

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

Related categories

Project Management

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About Proposify

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

Related categories

Proposal & Invoice Management

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