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Create new Proposify proposals when Copper deals reach a certain stage

  1. When this happensStep 1: Updated Opportunity Stage

  2. Then do thisStep 2: Create Proposal

  3. Then do thisStep 3: Create/Update Opportunity

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!

How this Copper-Proposify integration works

  1. A deal changes stages in Copper
  2. Zapier creates a proposal in Proposify
  3. Zapier updates the deal stage in Copper

Apps involved

  • Copper
  • Proposify

Connect Copper + Copper in Minutes

It's easy to connect Copper + Copper and requires absolutely zero coding experience—the only limit is your own imagination.

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