When this happens...
DropboxUpload File

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

  1. A proposal is won in Proposify
  2. Zapier creates a new file in Dropbox

What You Need

  • Proposify account
  • Dropbox account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New File in Folder

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.

Create or Append to Text File

Adds a new line to an existing text file, or creates a file if it doesn't exist.

Proposal Won

Triggers when a proposal is accepted by a client.

Upload File

Upload an existing file or attachment not bigger than 100 MB.

Client Commented on a Proposal

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

Create Text File

Creates a brand new text file from plain text content you specify.

Proposal Created

Triggers when a proposal is created.

Create Client

Creates a new client.

New Folder

Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.

Create Proposal

Creates a new proposal.

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Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

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

See Proposify Integrations