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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.

  1. When this happens...
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

    TriggerInstant
  2. automatically do this!
    AcceloAccelo
    Create Request

    Triggers when a new request is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

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

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

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

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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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.

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