DocuSign + Proposify Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between DocuSign and Proposify.

Connect DocuSign + Proposify in Minutes

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

All Triggers & Actions

Envelope Sent or Completed

Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.

InstantClient Commented on a Proposal

Triggers when a client has left a comment on the client view.

InstantProposal Created

Triggers when a proposal is created.

InstantProposal Sent

Triggers when a proposal is sent or marked as sent by a user.

InstantProposal Viewed

Triggers when a proposal is viewed by a client.

New Folder

Triggers when a new folder is created.

InstantClient Created

Triggers when a user creates a new client.

InstantProposal Lost

Triggers when a Proposal is declined by a client.

InstantProposal Signed

Triggers when a proposal is signed by a client.

InstantProposal Won

Triggers when a proposal is accepted by a client.

How DocuSign + Proposify Integrations Work

  1. Step 1: Authenticate DocuSign + Proposify.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect DocuSign + Proposify