Save Proposify won proposals to Dropbox
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.
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.
- Client Commented on a ProposalTriggers when a client has left a comment on the client view.Trigger
- Client CreatedTriggers when a user creates a new client.Trigger
- Proposal CreatedTriggers when a proposal is created.Trigger
- Proposal LostTriggers when a Proposal is declined by a client.Trigger
- Proposal SentTriggers when a proposal is sent or marked as sent by a user.Trigger
- Proposal SignedTriggers when a proposal is signed by a client.Trigger
- Proposal ViewedTriggers when a proposal is viewed by a client.Trigger
- Proposal WonTriggers when a proposal is accepted by a client.Trigger
- 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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