Cone Integrations

Name: Zapier
Availability: InStock

Put Cone to work with AI and enterprise-grade automation

Automate smarter with Cone and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Bitrix24 CRM

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Karbon

Project Management

Airtable

Databases

ClickUp

Project Management

BrightManager

Accounting

Attio

CRM (Customer Relationship Management)

Brevo

Email Newsletters

Bark

CRM (Customer Relationship Management)

Bitrix24 CRM

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Karbon

Project Management

Airtable

Databases

ClickUp

Project Management

BrightManager

Accounting

Bitrix24 CRM

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Karbon

Project Management

Airtable

Databases

ClickUp

Project Management

BrightManager

Accounting

Attio

CRM (Customer Relationship Management)

Brevo

Email Newsletters

Bark

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new Google Drive folders for every accepted proposal in Cone
Details
Try it
Cone + Google Drive
Convert new Cone clients into customers on QuickBooks Online
Premium
Details
Try it
Cone + QuickBooks Online
Create new TaxDome accounts when clients are created in Cone
Details
Try it
Cone + TaxDome
Create individual prospects in Cone from newly created leads in Seamlss
Details
Try it
Seamlss + Cone
Create new Karbon organization contacts from accepted proposals in Cone
Details
Try it
Cone + Karbon
Create new Xama Hub clients from accepted proposals in Cone
Details
Try it
Cone + Xama Hub

Create new Google Drive folders for every accepted proposal in Cone

Details

Try it

Cone + Google Drive

Convert new Cone clients into customers on QuickBooks Online

Details

Try it

Cone + QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Details

Try it

Cone + TaxDome

Create individual prospects in Cone from newly created leads in Seamlss

Details

Try it

Seamlss + Cone

Create new Karbon organization contacts from accepted proposals in Cone

Details

Try it

Cone + Karbon

Create new Xama Hub clients from accepted proposals in Cone

Details

Try it

Cone + Xama Hub

Manage lost proposals in Cone by updating opportunities in LeadConnector

Details

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Cone + LeadConnector

Create new Cone business customers from new Karbon organization contacts

Details

Try it

Karbon + Cone

Manage lost proposals in Cone by updating opportunities in LeadConnector
Details
Try it
Cone + LeadConnector
Create new Cone business customers from new Karbon organization contacts
Details
Try it
Karbon + Cone

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.

Client Converted to Customer
Triggers when a prospect is converted to customer.
Trigger
Instant
Try It
Client Request Completed
Triggers when a client request is completed
Trigger
Instant
Try It
Client Request Sent
Triggers when a client request is sent
Trigger
Instant
Try It
Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
Try It
Invoice Finalized
Triggers when invoice is finalized or created in final state.
Trigger
Instant
Try It

Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
Try It
Project Created
Triggers when a project is created manually
Trigger
Instant
Try It

Project Edited
Triggers when a project is edited
Trigger
Instant
Try It
Project Overdue
Triggers when a project is overdue
Trigger
Instant
Try It
Proposal Created
Triggers when proposal is saved for the first time.
Trigger
Instant
Try It
Proposal Published
Triggers when a proposal is published
Trigger
Instant
Try It
Task Completed
Triggers when an internal task is completed
Trigger
Instant
Try It
Task Overdue
Triggers when an internal task is overdue
Trigger
Instant
Try It
- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write

Client Created
Triggers when a Client is created.
Trigger
Instant
Try It
Client Request Created
Triggers when a client request is created
Trigger
Instant
Try It
Client Updated
Triggers when a Client is updated.
Trigger
Instant
Try It
Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Invoice Written Off
Triggers when an invoice is written off.
Trigger
Instant
Try It
Project Created From Recurring Rule
Triggers when a project is created from recurring role
Trigger
Instant
Try It
Project Ended
Triggers when a project is ended
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
Try It
Proposal Revoked
Triggers when a proposal is revoked.
Trigger
Instant
Try It
Task Created
Triggers when an internal task is created
Trigger
Instant
Try It
- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- Type
  Required
- First Name
- Middle Name
- Last Name
- Client Type
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Middle Name
- Email
  Required
- Phone
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact last name
  Required
- Contact Email
  Required
- Contact Phone
- Is Primary
  Required
Action
Write

For builders

Let your AI safely access Cone

Go beyond Zap workflows. Install Zapier in your AI to call Cone actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Cone from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Business Customer
Create Business Prospect

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Cone actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Cone connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "cone", owner: "me" });

await zapier.runAction({
  app: 'cone',
  action: 'create_business_customer',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Cone Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Cone

Cone Unified Proposals and Practice Management Software

HelpHelp

Related categories

Accounting

Cone Integrations

Put Cone to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new Google Drive folders for every accepted proposal in Cone

Convert new Cone clients into customers on QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Create individual prospects in Cone from newly created leads in Seamlss

Create new Karbon organization contacts from accepted proposals in Cone

Create new Xama Hub clients from accepted proposals in Cone

Create new Google Drive folders for every accepted proposal in Cone

Convert new Cone clients into customers on QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Create individual prospects in Cone from newly created leads in Seamlss

Create new Karbon organization contacts from accepted proposals in Cone

Create new Xama Hub clients from accepted proposals in Cone

Manage lost proposals in Cone by updating opportunities in LeadConnector

Create new Cone business customers from new Karbon organization contacts

Manage lost proposals in Cone by updating opportunities in LeadConnector

Create new Cone business customers from new Karbon organization contacts

Supported triggers and actions

Let your AI safely access Cone

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Cone Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Cone Integrations

Popular Cone Integrations

Cone Integrations

Put Cone to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new Google Drive folders for every accepted proposal in Cone

Convert new Cone clients into customers on QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Create individual prospects in Cone from newly created leads in Seamlss

Create new Karbon organization contacts from accepted proposals in Cone

Create new Xama Hub clients from accepted proposals in Cone

Create new Google Drive folders for every accepted proposal in Cone

Convert new Cone clients into customers on QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Create individual prospects in Cone from newly created leads in Seamlss

Create new Karbon organization contacts from accepted proposals in Cone

Create new Xama Hub clients from accepted proposals in Cone

Manage lost proposals in Cone by updating opportunities in LeadConnector

Create new Cone business customers from new Karbon organization contacts

Manage lost proposals in Cone by updating opportunities in LeadConnector

Create new Cone business customers from new Karbon organization contacts

Let your AI safely access Cone

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Cone Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Cone Integrations

Popular Cone Integrations

Connect Your App Accounts to Zapier