Clinked + Proposify

Clinked + Proposify integrations

Create Clinked groups for newly signed Proposify proposals

Streamline your collaboration process as soon as a proposal is signed with this efficient workflow. When a proposal gets signed in Proposify, a corresponding group is instantly created in Clinked, allowing your team to organize and manage client-specific information seamlessly. Save time and boost productivity by automating group creation and keeping everything centralized for optimal team communication.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
automatically do this!
Create GroupCreates a new group.
ActionWrite

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More things you can do with Proposify and Clinked

Discover other triggers and actions you can use with Proposify and Clinked

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
- Group
  Required
Trigger
Polling
Try It

- Group
  Required
- Folder
Trigger
Polling
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New Group
Triggers when new group is created.
Trigger
Polling
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- Group
  Required
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It
- Context Type
  Required
- Context ID
  Required
- File ID
  Required
- Friendly Name
  Required
Action
Write
- Group
  Required
- Name
  Required
- Description
- Location
- Start Date
  Required
- End Date
  Required
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
- User emails to invite to the event
Action
Write
- Group
  Required
- Folder
- File
  Required
- File Name
Action
Write
- Name
  Required
- FriendlyName
  Required
Action
Write
- Group
  Required
- Name
  Required
- Content
  Required
- Sharing
  Required
- MemberPermission
Action
Write
- Group
  Required
- Emails of members you would like to invite
  Required
- Message
  Required
- Permission
  Required
- Send a reminder after 3 days
  Required
Action
Write
- Group
  Required
- Name
  Required
- Description
- Status
- Category
- DueDate
- DateReminder
- TimeZone
- Recurrence
Action
Write
- Group
  Required
- Folder
- File
  Required
- File Name
  Required
Action
Write
- Group
  Required
- Folder
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Folder
- File Name
  Required
- File
  Required
Action
Search or write
- Name
  Required
- FriendlyName
  Required
Action
Search or write
- Group
  Required
- Name
  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
- Activity
  Required
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It
- Group
  Required
- Folder
Trigger
Polling
Try It
Members
Account members
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It
- Group
  Required
- Id
  Required
- Trigger
  Required
Trigger
Polling
Try It
- Group
  Required
- FriendlyName
  Required
- Description
Action
Write
- Group
  Required
- Event
  Required
- Name
- Description
- Location
- Assign yourself
- Start Date
- End Date
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
- User emails to invite to the event
Action
Write
- Group
  Required
- Folder
- Name
  Required
Action
Write
- Group
  Required
- Name of the Group Duplicate
  Required
Action
Write
- Group
  Required
- Id
  Required
- New note content
  Required
- FriendlyName
- Sharing
- MemberPermission
- VersionSummary
Action
Write
- Group
  Required
- Name
  Required
Action
Write
- Group
  Required
- Id
  Required
- Status
  Required
Action
Write
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Folder
- Name
  Required
Action
Search
- Username
  Required
Action
Search
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Name
  Required
- Description
- Location
- Start Date
  Required
- End Date
  Required
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
- User emails to invite to the event
Action
Search or write
- Group
  Required
- Folder
- Name
  Required
Action
Search or write
- Group
  Required
- Name
  Required
- Content
  Required
- Sharing
  Required
- MemberPermission
Action
Search or write
- Group
  Required
- Name
  Required
- Description
- Status
- Category
- DueDate
- DateReminder
- TimeZone
- Recurrence
Action
Search or write

About Clinked

Clinked is a white-label client portal for business. Clinked offers secure communication, collaboration & information sharing portal.

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Related categories

Team Collaboration

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Related categories

Proposal & Invoice Management