Help your projects get started off right and automatically create a new file to start sharing project material. Set up this automation, and every time a new proposal is won in Proposify, Zapier will copy the proposal PDF into Dropbox. It'll help you keep records of every new project you've taken on.
How It Works
- A proposal is won in Proposify
- Zapier creates a new file in Dropbox
What You Need
- Proposify account
- Dropbox account
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Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
Adds a new line to an existing text file, or creates a file if it doesn't exist.
Triggers when a proposal is accepted by a client.
Upload an existing file or attachment not bigger than 100 MB.
Triggers when a client has left a comment on the client view.
Creates a brand new text file from plain text content you specify.
Triggers when a proposal is created.
Creates a new client.
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Creates a new proposal.