Create integrations between FollowUp.cc and Proposify to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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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.
New Reminder
Trigger when a new reminder is created.
Try ItFollowUp Action Email AddressRequired
Send Reminder toRequired
Reminder SubjectRequired
Reminder Description
Client Created
Triggers when a user creates a new client.
Try ItProposal Lost
Triggers when a Proposal is declined by a client.
Try It
New Sent Reminder
Trigger when a reminder is due and sent to you.
Try ItClient Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try It