Formitize + Proposify Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formitize and Proposify.
It's easy to connect Formitize + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
This trigger occurs when a job is dispatched from the Formitize portal
Triggers when a client has left a comment on the client view.
Triggers when a proposal is created.
Triggers when a proposal is sent or marked as sent by a user.
Triggers when a proposal is viewed by a client.
Once a form has been submitted from Formitize
Triggers when a user creates a new client.
Triggers when a Proposal is declined by a client.
Triggers when a proposal is signed by a client.
Triggers when a proposal is accepted by a client.
- Step 1: Authenticate Formitize + 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.