Amazon Alexa + Proposify Legacy

Amazon Alexa + Proposify Legacy integrations

Create new Proposify Legacy clients when Amazon Alexa trigger phrases are spoken

Effortlessly add new clients to your Proposify Legacy account by just speaking to your Amazon Alexa device. With this seamless workflow, simply say the designated trigger phrase to Alexa, and a new client will be created in Proposify Legacy instantly. Save time, minimize manual data entry, and ensure that all your valuable leads are captured with this smart voice-activated solution.

When this happens...
Trigger Phrase SpokenTriggers when you ask Alexa to trigger a zap with your trigger phrase. Requires the Zapier skill on an Alexa enabled device.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
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More things you can do with Amazon Alexa and Proposify Legacy

Discover other triggers and actions you can use with Amazon Alexa and Proposify Legacy

- Example
- Trigger Phrase(s)
  Required
- Additional Prompt Question
Trigger
Instant
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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.
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Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
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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 Default Contact
Action
Write

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
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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

About Amazon Alexa

Amazon Alexa is used to set up your Alexa-enabled devices, listen to music, create shopping lists, get news updates, and much more.

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About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

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Related categories

Proposal & Invoice Management