Bullhorn CRM + Proposify Legacy

Bullhorn CRM + Proposify Legacy integrations

Create new clients in Proposify Legacy from new client contacts in Bullhorn CRM

Experience seamless client onboarding with this workflow. When you add a new ClientContact in Bullhorn CRM, it seamlessly initiates the process of creating a new client in Proposify Legacy. This integration streamlines your client management, allowing you to focus more time on delivering superior service. Say goodbye to manual data entry, and let this workflow handle client introductions.

When this happens...
New ClientContactTriggers when a new ClientContact is added to Bullhorn.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Bullhorn CRM and Proposify Legacy

Discover other triggers and actions you can use with Bullhorn CRM and Proposify Legacy

- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
Try It
- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
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- Fields to Lookup
  Required
Trigger
Polling
Try It
- Email
  Required
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Mobile Phone
- Status
- Address: Address 1
- Address: Address 2
- Address: City
- Address: State
- Address: Postal Code
- First Name
- Last Name
- Full Name
- Client Corporation
Action
Write

- Title
  Required
- Description
  Required
- Contact Email
- Contact Name
- Corporation
- Correlated Custom Date 1
- Correlated Custom Date 2
- Correlated Custom Date 3
- Correlated Custom Float 1
- Correlated Custom Float 2
- Correlated Custom Float 3
- Correlated Custom Int 1
- Correlated Custom Int 2
- Correlated Custom Int 3
- Correlated Custom Text 1
- Correlated Custom Text 2
- Correlated Custom Text 3
- Correlated Custom Text 4
- Correlated Custom Text 5
- Correlated Custom Text 6
- Correlated Custom Text 7
- Correlated Custom Text 8
- Correlated Custom Text 9
- Correlated Custom Text 10
- Correlated Custom Text Block 1
- Correlated Custom Text Block 2
- Correlated Custom Text Block 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
Action
Write
- First Name
- Last Name
- Full Name
- Status
- Company Name
- Company URL
- Phone
- Cell Phone
- Description
- Email
- Id
Action
Write
- Title
  Required
- Corporation
- Contact Email
- Contact Name
- Actual Close Date
- Assigned Date
- Benefits
- Bonus Package
- Branch Code
- Campaign Source
- Committed
- Correlated Custom Float 1
- Correlated Custom Float 2
- Correlated Custom Float 3
- Correlated Custom Int 1
- Correlated Custom Int 2
- Correlated Custom Int 3
- Correlated Custom Text 1
- Correlated Custom Text 10
- Correlated Custom Text 2
- Correlated Custom Text 3
- Correlated Custom Text 4
- Correlated Custom Text 5
- Correlated Custom Text 6
- Correlated Custom Text 7
- Correlated Custom Text 8
- Correlated Custom Text 9
- Correlated Custom Text Block 1
- Correlated Custom Text Block 2
- Correlated Custom Text Block 3
- Cost Center
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 2
- Custom Text 20
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Deal Value
- Degree List
- Description
- Education Degree
- Effective Date
- Estimated Duration
- Estimated End Date
- Estimated Hours Per Week
- Estimated Start Date
- Expected Bill Rate
- Expected Close Date
- Expected Fee
- Expected Pay Rate
- Egnore Until Date
- Is Deleted
- Is Open
- Mark Up Percentage
- Num Openings
- On Site
- Options Package
- Priority
- Public Description
- Published Zip
- Reason Closed
- Salary
- Salary Unit
- Skill List
- Source
- Status
- Type
- Weighted Deal Value
- Will Relocate
- Win Probability Percent
- Years Required
- Id
- Email Blueprint Company Name
- Owner Name
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
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
Try It
- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

- Fields to Lookup
  Required
Trigger
Polling
Try It
- Tearsheet Name
  Required
- Person Type
  Required
- Fields to Lookup
  Required
Trigger
Polling
Try It
- Fields to Lookup
  Required
Trigger
Polling
Try It
- Fields to Lookup
  Required
Trigger
Polling
Try It
- Fields to Lookup
  Required
Trigger
Polling
Try It
- Federal Filing Status
- First Name
- Last Name
- Email
- Username
- Is Day Light Savings
- Salary
- Middle Name
- Company Name
- Travel Limit
- Day Rate
- Date Available
- Date of Birth
- Day Rate Low
- Fax 3
- Fax 2
- Name Prefix
- Custom Text 12
- Custom Text 11
- Custom Text 10
- Pager
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Float 3
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Custom Text 20
- Ethnicity
- Custom Text Block 1
- Comments
- Custom Float 2
- Custom Text Block 2
- Custom Float 1
- Name Suffix
- Phone
- Custom Date 1
- Custom Int 1
- Custom Date 2
- Custom Date 3
- Custom Int 3
- Custom Int 2
- Social Security Number (SSN)
- Phone 2
- Phone 3
- LocalAddtionalWitholdingsAmount
- Description
- Gender
- Employee Type
- Occupation
- Hourly Rate
- Fax
- Status
- Tax State
- Company URL
- Owner Name
- StateAddtionalWitholdingsAmount
- Date Available End
- Work Phone
- Hourly Rate Low
- Custom Text 7
- Custom Text 6
- Custom Text 9
- Custom Text 8
- Custom Text 3
- Custom Text 2
- Preferred Contact
- Custom Text 5
- Custom Text 4
- Custom Text 1
- Email 2
- Email 3
- Address: Address 1
- Address: Address 2
- Address: City
- Address: State
- Address: Postal Code
- Full Name
Action
Write
- Email
  Required
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Custom Float 1
- Custom Float 2
- Custom Float 3
- Custom Int 1
- Custom Int 2
- Custom Int 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Custom Text 6
- Custom Text 7
- Custom Text 8
- Custom Text 9
- Custom Text 10
- Custom Text 11
- Custom Text 12
- Custom Text 13
- Custom Text 14
- Custom Text 15
- Custom Text 16
- Custom Text 17
- Custom Text 18
- Custom Text 19
- Custom Text 20
- Custom Text Block 1
- Custom Text Block 2
- Custom Text Block 3
- Custom Text Block 4
- Custom Text Block 5
- Mobile Phone
- Status
- Address: Address 1
- Address: Address 2
- Address: City
- Address: State
- Address: Postal Code
- Id
- First Name
- Last Name
- Full Name
- Client Corporation
Action
Write
- First Name
- Last Name
- Full Name
- Status
- Company Name
- Company URL
- Phone
- Cell Phone
- Description
- Email
Action
Write
- Action
  Required
- Comments
  Required
- Personal Reference Email
  Required
- Owner Name
- Date Added
- Minutes Spent
- Personal Reference Type
Action
Write
- Subject
  Required
- Description
- Date Begin
- Date End
- Date Completed
- Type
Action
Write
- First Name
- Last Name
- Email
- Candidate ID
- Fields to Lookup
  Required
Action
Search
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- 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 Bullhorn CRM

Bullhorn provides cloud-based CRM solutions for companies in service-based industries. Its data capture and customer insight technology puts the most up-to-date and powerful information at users' fingertips to give them everything they need to win customers and keep them happy.

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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

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Proposal & Invoice Management