Create integrations between Fresh Proposals and Jotform to automate any workflow
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.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Client Created
Triggers when a new Company is added in Fresh Proposals .
Try It - Proposal Created
Triggers when a new Proposal is created .
Try It - Proposal Rejected
Triggers when a proposal rejected by client .
Try It - CompanyNameRequired
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First NameRequired
- Contact Last NameRequired
- Contact Email AddressRequired
- Contact Mobile Number
- Company Contact Added
trigger when new contact added/updated in freshproposals
Try It - Proposal Accepted
Triggers when a proposal is accepted by client .
Try It - Proposal Sent
Triggers when a proposal is sent by a team member .
Try It - Template IdRequired
- Proposal NameRequired
- DueDateRequired
- Client NameRequired
- Contact EmailRequired