Fresh Proposals + Typeform

Fresh Proposals + Typeform integrations

Generate clients in Fresh Proposals from new Typeform entries

Want to stay responsive to new project inquiries? With this integration, you can do just that, easily. Simply create a Typeform form and ask your interested clients to enter their details (company name, contact email, name, etc.). Then this zap will automatically create a new client in Fresh Proposals based on those incoming details!

When this happens...
New EntryTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create ClientCreate the client by getting information from other platform
ActionWrite

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More things you can do with Typeform and Fresh Proposals

Discover other triggers and actions you can use with Typeform and Fresh Proposals

- Agent
  Required
Trigger
Instant
Try It
- title of your form
  Required
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question in
  Required
- Please provide list of choices
Action
Write
- Form
  Required
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search
Company Contact Added
trigger when new contact added/updated in freshproposals
Trigger
Instant
Try It

Proposal Accepted
Triggers when a proposal is accepted by client .
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent by a team member .
Trigger
Instant
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- Template Id
  Required
- Proposal Name
  Required
- DueDate
  Required
- Client Name
  Required
- Contact Email
  Required
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Form To Duplicate
  Required
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Client Created
Triggers when a new Company is added in Fresh Proposals .
Trigger
Instant
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Proposal Created
Triggers when a new Proposal is created .
Trigger
Instant
Try It
Proposal Rejected
Triggers when a proposal rejected by client .
Trigger
Instant
Try It
- CompanyName
  Required
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Email Address
  Required
- Contact Mobile Number
Action
Write

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

HelpHelp

Related categories

Proposal & Invoice Management

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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