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Copper + Proposify

Create new Proposify proposals when Copper deals reach a certain stage

  1. When this happens

    Step 1: Updated Opportunity Stage

  2. Then do this

    Step 2: Create Proposal

  3. Then do this

    Step 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

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
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proposify logo

About Proposify

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

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