Dubb + Proposify Integrations
How to connect Dubb + Proposify
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New ContactLists the contacts.Trigger- Form SubmissionTriggers on a new form submission.Trigger
- Get TrackTriggers on a new track.Trigger
- Create ContactCreates a new contact.Action
- Find ContactFinds a contact give.Action
- Find or Create ContactFinds a contact give.Action
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
- Proposify
Triggers when a proposal is created.
Instant
Trigger
- Proposify
Triggers when a Proposal is declined by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Triggers when a proposal is signed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is viewed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is accepted by a client.
Instant
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
How Dubb + Proposify Integrations Work
- Step 1: Authenticate Dubb and Proposify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Dubb
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