Dropbox + Proposify

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.

When this happens...
Proposal Won
Triggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Upload File
Upload an existing file or attachment not bigger than 100 MB.
ActionWrite

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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

About Dropbox

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