ClickSend SMS + Proposify

Send sms notifications via ClickSend SMS for every new proposal sent in Proposify

Stay connected and instantly update your team by using this seamless workflow. Whenever a proposal is sent out using Proposify, an SMS will be dispatched through ClickSend SMS, keeping everyone in the loop. This automation ensures prompt communication, solving the problem of delayed updates and manual message sending.

When this happens...
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
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Send SMS
Sends a new SMS.
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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
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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.
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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 ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Contact ListRequired
- First Name
- Last Name
- Phone Number
- Email
- Fax Number
- Organization Name
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write

- Contact ListRequired
- Contact IDRequired
Action
Write
- ToRequired
- FromRequired
- Custom String
- PDF File UrlRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- Media URLRequired
- SubjectRequired
- MessageRequired
- Schedule
Action
Write
- Custom String
- PDF File UrlRequired
- Priority
- Template Used
- Colour
- Duplex
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- MessageRequired
- Schedule
Action
Write
- ToRequired
- MessageRequired
- Language
- VoiceRequired
- From
- Schedule
- Custom String
Action
Write
Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
Action
Write
- List NameRequired
Action
Search
- Contact ListRequired
- Phone NumberRequired
Action
Search

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 NameRequired
- Last NameRequired
- Email AddressRequired
- 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
New Incoming SMS
Triggers when a new incoming sms is received.
Trigger
Instant
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- List NameRequired
Action
Write
- Contact ListRequired
Action
Write
- ToRequired
- SubjectRequired
- BodyRequired
- Schedule
- From
- Custom String
- Media URLRequired
Action
Write
- PDF File UrlRequired
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
- Custom String
- Priority
Action
Write
- ToRequired
- MessageRequired
- Schedule
- From
- Custom String
- Contact ID
Action
Write
- Contact List NameRequired
- MessageRequired
- Schedule
- From
- Custom String
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create SMS Campaign
This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are option
Action
Write
- Contact ListRequired
- Email AddressRequired
Action
Search

About ClickSend SMS

ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.

Learn more Help

Related categories

Phone & SMS

About Proposify

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

Learn more Help

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

ClickSend SMS + Proposify

Send sms notifications via ClickSend SMS for every new proposal sent in Proposify

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

Create Contact

Contact ListRequired

First Name

Last Name

Phone Number

Email

Fax Number

Organization Name

Custom 1

Custom 2

Custom 3

Custom 4

Address Line 1

Address Line 2

City

State

Postal Code

Country

Delete Contact

Contact ListRequired

Contact IDRequired

Send Fax

ToRequired

FromRequired

Custom String

PDF File UrlRequired

Send MMS Campaign

Campaign NameRequired

List NameRequired

From

Media URLRequired

SubjectRequired

MessageRequired

Schedule

Send Letter

Custom String

PDF File UrlRequired

Priority

Template Used

Colour

Duplex

Address NameRequired

Line 1Required

Line 2

CityRequired

State

Postal CodeRequired

CountryRequired

Return AddressRequired

Send SMS Campaign

Campaign NameRequired

List NameRequired

From

MessageRequired

Schedule

Send Voice

ToRequired

MessageRequired

Language

VoiceRequired

From