Dropbox + Proposify

Save Proposify won proposals to Dropbox

When this happens
Step 1: Proposal Won
Then do this
Step 2: Upload 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

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

What You Need

Proposify account
Dropbox account

Try this template

Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant

Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant

Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant

Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
Proposify
Creates a new client.
Scheduled
Action
Proposify
Creates a new proposal.
Scheduled
Action
Dropbox
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Trigger
Dropbox
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.
Scheduled
Trigger
Dropbox
Creates a brand new folder at the path you specify.
Scheduled
Action
Dropbox
Upload an existing file or attachment not bigger than 100 MB.
Scheduled
Action
Dropbox
Moves a file to a new location at the path you specify.
Scheduled
Action
Dropbox
Creates a brand new text file from plain text content you specify.
Scheduled
Action
Dropbox
Adds a new line to an existing text file, or creates a file if it doesn't exist.
Scheduled
Action
Dropbox
Renames a file that you specify.
Scheduled
Action
Dropbox
Creates a shared link for a file.
Scheduled
Action
Dropbox
Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
Scheduled
Action
Dropbox
Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.
Scheduled
Action

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