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How Zapier works
Zapier makes it easy to integrate Easyly with Proposify - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Automation Triggered" from Easyly.
Add your action
An action happens after the trigger—such as "Create Client" in Proposify.
You’re connected!
Zapier seamlessly connects Easyly and Proposify, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Selected Automation
Try ItTriggerInstant- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerInstant
- Source
- First Name
- Last Name
- Email
- Phone Number
ActionWrite- Client Created
Triggers when a user creates a new client.
Try ItTriggerInstant - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant
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