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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from CompanyHub.

Add your action

An action happens after the trigger—such as "Create Client" in Fresh Proposals.

You’re connected!

Zapier seamlessly connects CompanyHub and Fresh Proposals, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
- Custom Table
  Required
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
Create Company
Creates a new company.
Action
Write

Create Deal
Creates a new deal.
Action
Write
- Company
  Required
- Status
  Required
- Bill to Name
  Required
- Contact
- Tax
- Quote Date
- Deal
- Expires On
- Delivery Method
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping State
- Shipping Country
- Shipping Postal Code
- Discount Type
- Discount
- Product
  Required
- Price List
- Description
- Quantity
  Required
- List Price
- Price
- Net Unit Price
Action
Write

- Company
  Required
- Quote
- Deal
- Subject
  Required
- Status
  Required
- Bill to Name
  Required
- Issue Date
- Shipping Date
- Notes
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping Country
- Shipping Postal Code
- Shipping State
- Price List
- Quantity
  Required
- Product
  Required
- Price
- List Price
- Net Unit Price
- Description
Action
Write
- Table to Update
  Required
- Record
  Required
Action
Write
- Table Name
  Required
- Search Query
  Required
Action
Search or write
Company Contact Added
trigger when new contact added/updated in freshproposals
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by client .
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent by a team member .
Trigger
Instant
Try It
- Template Id
  Required
- Proposal Name
  Required
- DueDate
  Required
- Client Name
  Required
- Contact Email
  Required
Action
Write

New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
New Quote
Triggers when a new quote is created.
Trigger
Polling
Try It
New Sales Order
Triggers when a new Sales Order is created.
Trigger
Polling
Try It
- Table
  Required
Trigger
Polling
Try It
Create Contact
Creates a new contact.
Action
Write
- Table
  Required
- Record
  Required
- Note
  Required
Action
Write
- Custom Table Name
  Required
Action
Write
- Task
  Required
- Category
  Required
- Task Description
- Who's Responsible?
  Required
- When Is It Due?
  Required
- Contact ID
- Status
  Required
Action
Write
- Table to Search In
  Required
- Search Query
  Required
Action
Search
Client Created
Triggers when a new Company is added in Fresh Proposals .
Trigger
Instant
Try It
Proposal Created
Triggers when a new Proposal is created .
Trigger
Instant
Try It
Proposal Rejected
Triggers when a proposal rejected by client .
Trigger
Instant
Try It
- CompanyName
  Required
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Email Address
  Required
- Contact Mobile Number
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect CompanyHub and Fresh Proposals to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Provide world-class support with a little help from automation

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About CompanyHub

CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal