Beacon + Proposify Legacy

Beacon + Proposify Legacy integrations

Create new Proposify Legacy clients when workflow actions occur in Beacon

Streamline your client management process with this convenient automation. Whenever a workflow action occurs in Beacon, a new client will be created in Proposify Legacy. This ensures your Proposify Legacy client list is always up-to-date with your workflow activities in Beacon, saving you valuable time and reducing chances of manual entry errors.

When this happens...
Workflow ActionTriggers each time a workflow runs with a 'Trigger a Zap' action.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Beacon and Proposify Legacy

Discover other triggers and actions you can use with Beacon and Proposify Legacy

- Workflow
  Required
Trigger
Instant
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- Record type
  Required
- Record ID
  Required
Action
Write
- Email or ID
  Required
Action
Search
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
Instant
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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

- Record type
  Required
Action
Write
- Record type
  Required
Action
Search
- Record type
  Required
Action
Search or write
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.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
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

About Beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

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CRM (Customer Relationship Management)

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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.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management