Contractbook + Proposify Legacy

Contractbook + Proposify Legacy integrations

Create Contractbook contracts from won Proposify Legacy proposals

When you win a Proposify Legacy proposal, you don't need to spend time manually creating and sending contracts. Let this Zap automate that work for you. With this integration, you can automatically send contracts to won proposals in Proposify Legacy, and move on to winning the next one!

When this happens...
Proposal WonTriggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Create ContractCreates and sends a new contract.
ActionWrite

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More things you can do with Proposify Legacy and Contractbook

Discover other triggers and actions you can use with Proposify Legacy and Contractbook

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
- Event
  Required
Trigger
Instant
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Get Questionnaires
Gets a list of questionnaires
Trigger
Polling
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New Draft
Triggers when a new draft is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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New Template
Triggers when a new template is created.
Trigger
Instant
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- Template
  Required
- Who will sign the contract
  Required
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
Action
Write
- Answers owner's email address
- Company
  Required
- Questionnaire
  Required
Action
Write
- Task title
  Required
- Task description
  Required
- Type
- Due date
- Send notification on due date
- Document id
  Required
Action
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
New Contract
Triggers when a new contract is sent.
Trigger
Instant
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Get Companies
Gets a list of companies.
Trigger
Polling
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- Event
  Required
- Questionnaire Slug
  Required
- Company Name
Trigger
Instant
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Draft Edited
Triggers when a draft is edited.
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Template
  Required
- Sender signature type
- Recipient Type
  Required
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- Template
  Required
- Sender signature type
- Recipient Type
  Required
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- Template
  Required
- Who will sign the contract
  Required
- Title
- Attachments
- Message Body
- Sender Reference
Action
Write

About Contractbook

Contractbook is an easy signing and simple contract management tool for modern businesses.

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Related categories

Signatures

About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management