Docupilot + Proposify Integrations
How to connect Docupilot + Proposify
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Provide Download URL Link?
If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
Client Created
Triggers when a user creates a new client.
Try ItProposal Lost
Triggers when a Proposal is declined by a client.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
How Docupilot + Proposify Integrations Work
- Step 1: Authenticate Docupilot and Proposify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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