Formsite + Proposify

Formsite + Proposify integrations

Create new Proposify clients from Formsite form results

Easily streamline your client onboarding process with this Formsite and Proposify workflow. When a new form result is submitted in Formsite, a new client will be created in Proposify, saving you time and ensuring seamless data transfer between the two apps. Enhance your efficiency and focus on what matters most - winning clients and growing your business.

When this happens...
New Form ResultTriggers when a user submits a new form result.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Formsite and Proposify

Discover other triggers and actions you can use with Formsite and Proposify

- Form
  Required
Trigger
Instant
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Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

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Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

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Typeform

Forms & Surveys

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management