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GoProposal Integrations

Beta
Proposal & Invoice Management

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Integrate Pixie with GoProposal

Pixie

Beta, CRM (Customer Relationship Management)
Integrate ActiveCampaign with GoProposal

ActiveCampaign

Marketing Automation
Integrate Microsoft Outlook with GoProposal

Microsoft Outlook

Email, Microsoft
Integrate B1G1 with GoProposal

B1G1

Beta, Fundraising
Integrate Slack with GoProposal

Slack

Team Chat
Integrate HubSpot with GoProposal

HubSpot

Marketing Automation
Integrate Senta with GoProposal

Senta

Accounting
Integrate Google Drive with GoProposal

Google Drive

File Management & Storage, Google
Integrate Google Sheets with GoProposal

Google Sheets

Google, Spreadsheets
Integrate Gmail with GoProposal

Gmail

Email, Google
Integrate Pipedrive with GoProposal

Pipedrive

CRM (Customer Relationship Management)
Integrate Mailchimp with GoProposal

Mailchimp

Email Newsletters
Integrate Dropbox with GoProposal

Dropbox

File Management & Storage
Integrate Xero with GoProposal

Xero

Accounting, Premium
Integrate Microsoft Excel with GoProposal

Microsoft Excel

Microsoft, Spreadsheets
Integrate Keap with GoProposal

Keap

CRM (Customer Relationship Management)
Integrate monday.com with GoProposal

monday.com

Project Management
Integrate Microsoft Teams with GoProposal

Microsoft Teams

Microsoft, Team Chat

Asana

Project Management
Integrate Airtable with GoProposal

Airtable

Databases
Integrate Close with GoProposal

Close

CRM (Customer Relationship Management)
Integrate Karbon with GoProposal

Karbon

Project Management
Integrate Google Calendar with GoProposal

Google Calendar

Calendar, Google
Integrate Trello with GoProposal

Trello

Project Management
Integrate ClickUp with GoProposal

ClickUp

Project Management
Integrate SharpSpring with GoProposal

SharpSpring

Marketing Automation
Integrate Cognito Forms with GoProposal

Cognito Forms

Forms & Surveys
Integrate OneDrive with GoProposal

OneDrive

File Management & Storage, Microsoft
Integrate Basecamp 3 with GoProposal

Basecamp 3

Project Management
Integrate Google Chat with GoProposal

Google Chat

Google, Team Chat
Integrate Dext with GoProposal

Dext

Accounting
Integrate AccountancyManager with GoProposal

AccountancyManager

Accounting
Integrate Keap Max Classic with GoProposal

Keap Max Classic

Marketing Automation, Premium
Integrate Box with GoProposal

Box

File Management & Storage
Integrate Salesforce with GoProposal

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Todoist with GoProposal

Todoist

Task Management
Integrate Stripe with GoProposal

Stripe

Payment Processing
Integrate QuickBooks Online with GoProposal

QuickBooks Online

Accounting, Premium
Integrate Microsoft Exchange with GoProposal

Microsoft Exchange

Email, Microsoft
Integrate Notion with GoProposal

Notion

Beta, Task Management
Integrate Rotessa with GoProposal

Rotessa

Beta, Payment Processing
Integrate Microsoft Office 365 with GoProposal

Microsoft Office 365

Email, Microsoft
Integrate TaxDome with GoProposal

TaxDome

Accounting, Beta
Integrate Google Contacts with GoProposal

Google Contacts

Contact Management, Google
Integrate ConvertKit with GoProposal

ConvertKit

Drip Emails
Integrate MailerLite with GoProposal

MailerLite

Email Newsletters
Integrate DocuSign with GoProposal

DocuSign

Signatures
Integrate Harvest with GoProposal

Harvest

Time Tracking Software
Integrate Process Street with GoProposal

Process Street

Product Management
Integrate Trustpilot with GoProposal

Trustpilot

Reviews
Integrate FreeAgent with GoProposal

FreeAgent

Accounting
Integrate Everhour with GoProposal

Everhour

Time Tracking Software
Integrate Twitter with GoProposal

Twitter

Social Media Accounts
Integrate Google Forms with GoProposal

Google Forms

Forms & Surveys, Google
Integrate ClickFunnels with GoProposal

ClickFunnels

Marketing Automation
Integrate Kajabi with GoProposal

Kajabi

eCommerce
Integrate Google Docs with GoProposal

Google Docs

Documents, Google
Integrate Sendinblue with GoProposal

Sendinblue

Email Newsletters
Integrate Zoho CRM with GoProposal

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate Zendesk with GoProposal

Zendesk

Customer Support, Premium
Integrate Microsoft To Do with GoProposal

Microsoft To Do

Microsoft, Task Management
Integrate Constant Contact with GoProposal

Constant Contact

Email Newsletters
Integrate ClickSend SMS with GoProposal

ClickSend SMS

Phone & SMS
Integrate SurveyMonkey with GoProposal

SurveyMonkey

Forms & Surveys
Integrate PandaDoc with GoProposal

PandaDoc

Documents
Integrate Smartsheet with GoProposal

Smartsheet

Spreadsheets
Integrate Square with GoProposal

Square

Payment Processing
Integrate Ontraport with GoProposal

Ontraport

Marketing Automation
Integrate Clockify with GoProposal

Clockify

Time Tracking Software
Integrate Spotify with GoProposal

Spotify

Video & Audio
Integrate Agile CRM with GoProposal

Agile CRM

CRM (Customer Relationship Management)
Integrate Redtail CRM with GoProposal

Redtail CRM

CRM (Customer Relationship Management)
Integrate Capsule CRM with GoProposal

Capsule CRM

CRM (Customer Relationship Management)
Integrate SendFox with GoProposal

SendFox

Email Newsletters
Integrate Front with GoProposal

Front

Email
Integrate Zoho Invoice with GoProposal

Zoho Invoice

Proposal & Invoice Management, Zoho
Integrate Citrix ShareFile with GoProposal

Citrix ShareFile

File Management & Storage
Integrate SugarCRM 6.2-5 with GoProposal

SugarCRM 6.2-5

CRM (Customer Relationship Management), Premium
Integrate LinkedIn Matched Audiences with GoProposal

LinkedIn Matched Audiences

Ads & Conversion, Microsoft, Premium
Integrate Content Snare with GoProposal

Content Snare

Forms & Surveys
Integrate QuickFile with GoProposal

QuickFile

Accounting
Integrate TRIGGERcmd with GoProposal

TRIGGERcmd

Developer Tools
Integrate Drupal with GoProposal

Drupal

Website Builders
Integrate Aero Workflow with GoProposal

Aero Workflow

Accounting
Integrate MyDocSafe with GoProposal

MyDocSafe

Beta, Documents
Integrate SweetProcess with GoProposal

SweetProcess

Beta, Team Collaboration
Integrate Timeular with GoProposal

Timeular

Beta, Productivity
Integrate AccountingSuite with GoProposal

AccountingSuite

Accounting
Integrate Teamwork CRM with GoProposal

Teamwork CRM

Beta, CRM (Customer Relationship Management)
Integrate Canopy with GoProposal

Canopy

Accounting, Beta
Integrate Pinch Payments with GoProposal

Pinch Payments

Beta, Payment Processing

Popular ways to use GoProposal workflows

  • Create clients and start jobs in Pixie for new won proposals in GoProposal

    • GoProposal logo
    • Pixie logo
    • Pixie logo
    GoProposal + Pixie
    More details
    1. When this happens

      Step 1: Proposal Won

    2. Then do this

      Step 2: Create/Update Client

    3. Then do this

      Step 3: Start Job

    Create clients and start jobs in Pixie for new won proposals in GoProposal

    Create clients and start jobs in Pixie for new won proposals in GoProposal
    • GoProposal logo
    • Pixie logo
    • Pixie logo
    GoProposal + Pixie

Supported triggers and actions

What does this mean?
goproposal logo
goproposal logo
goproposal logo

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

Related categories

  • Proposal & Invoice Management

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