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DreamCampaigns + Proposify

DreamCampaigns + Proposify

DreamCampaigns + Proposify integrations

Add new Proposify proposals to DreamCampaigns as contacts

Using ongoing sales campaigns to engage your eCommerce customers? This integration will automatically send customers from new Proposify proposals to DreamCampaigns as contacts so you can spend more time on increasing sales and less time copy/pasting.

When this happens...
Proposal CreatedTriggers when a proposal is created.
TriggerInstant
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Add/Update SubscriberCreate a new subscriber on a list or update a current subscriber.
ActionWrite

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More things you can do with Proposify and DreamCampaigns

Discover other triggers and actions you can use with Proposify and DreamCampaigns

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
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Proposal Created
Triggers when a proposal is created.
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
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Proposal Viewed
Triggers when a proposal is viewed by a client.
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Company
  Required
Trigger
Instant
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- Company
  Required
Trigger
Instant
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- Company
  Required
Trigger
Instant
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- Company
  Required
Trigger
Instant
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- Company
  Required
- List
  Required
Trigger
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- Company
  Required
- Campaign Name
  Required
- Subject
  Required
- Template
  Required
- Lists
  Required
- Segments
- From Name
  Required
- From Email
  Required
- preheader
- Send Date & Time
  Required
- Confirmation Email
- Confirmation Mobile
Action
Write
- Company
  Required
- Campaign Name
  Required
- Content
  Required
- List
  Required
- Segments
- Send Date & Time
  Required
- Confirmation Email
- Confirmation Mobile
- Shorten Urls
- Media Urls
Action
Write
- Company
  Required
- List
  Required
- Email
  Required
- mobile
- company
- First Name
- Last Name
- address
- city
- State
- Postal Code
- country
Action
Write
- Company
  Required
- Transactional
  Required
- Mobile Number
  Required
- Data
Action
Write
- Company
  Required
- List
  Required
- mobile
  Required
- re-optin
  Required
Action
Write
- Company
  Required
- List
  Required
- Email Or Mobile
  Required
Action
Search

Client Created
Triggers when a user creates a new client.
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Proposal Lost
Triggers when a Proposal is declined by a client.
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Proposal Signed
Triggers when a proposal is signed by a client.
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Proposal Won
Triggers when a proposal is accepted by a client.
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
- Company
  Required
Trigger
Instant
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New Client
Triggers when a client is added to your account in DreamCampaigns (Account level API keys required).
Trigger
Instant
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- Company
  Required
Trigger
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- Company
  Required
Trigger
Instant
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- Company
  Required
Trigger
Instant
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- Company
  Required
- List
  Required
Trigger
Instant
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- Company
  Required
- Revenue Target
  Required
Action
Write
- Company
  Required
- List
  Required
- Mobile
  Required
Action
Write
- Company
  Required
- Transactional
  Required
- To Email
  Required
- To Name
- Data
Action
Write
- Company
  Required
- List
  Required
- Email
  Required
Action
Write
- Company
  Required
- List
  Required
- Email
  Required
- resubscribe
  Required
Action
Write

About DreamCampaigns

DreamCampaigns is an email & SMS marketing platform. Create beautiful and engaging emails & texts and send them to your subscribers.

Related categories

Email Newsletters

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Related categories

Proposal & Invoice Management