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Copper + Proposify

Create new Proposify proposals when Copper deals reach a certain stage

The client is ready to talk numbers and there's no time to waste. With this automation, as soon as your deal moves to the proposal stage, Zapier will automatically create a proposal and advance the deal to the next stage in Copper. Let's close that deal - automatically!

The client is ready to talk numbers and there's no time to waste. With this automation, as soon as your deal moves to the proposal stage, Zapier will automatically create a proposal and advance the deal to the next stage in Copper. Let's close that deal - automatically!

  1. long arrow
    short arrow
    When this happens...
    CopperCopper
    Updated Opportunity Stage

    Triggers when an Opportunity's stage is changed.

    TriggerInstant
  2. long arrow
    short arrow
    automatically do this...
    ProposifyProposify
    Create Proposal

    Creates a new proposal.

    ActionWrite
  3. then do this!
    CopperCopper
    Create/Update Opportunity

    Creates or Updates an Opportunity based off of a match criteria.

    ActionWrite

Supported triggers and actions

What does this mean?
copper logo
copper logo
copper logo

About Copper

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
Learn More

Related categories

  • CRM (Customer Relationship Management)

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proposify logo
proposify logo
proposify logo

About Proposify

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

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