How to connect Jira Software Cloud + Proposify
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- New IssueTriggers when a new issue is created.Trigger
- New Issue (Via JQL)Triggers when a new issue is added that matches some JQL.Trigger
- Updated IssueTriggers when an existing issue is updated.Trigger
- Add Attachment to IssueAdds an attachment to an issue.Action
- Add Comment to IssueAdds a new comment to an issue.Action
- Link IssuesCreates a link (e.g. "is blocked by") between two issues.Action
- Add Watcher to IssueAdds a new watcher to an issue.Action
- Create IssueCreates a new issue.Action
- Jira Software Cloud
Updates an existing issue.
Scheduled
Action
- Jira Software Cloud
Searches for an issue by summary or key.
Scheduled
Action
- Jira Software Cloud
Finds an existing user.
Scheduled
Action
- Proposify
Triggers when a client has left a comment on the client view.
Instant
Trigger
- Proposify
Triggers when a user creates a new client.
Instant
Trigger
- Proposify
Triggers when a proposal is created.
Instant
Trigger
- Proposify
Triggers when a Proposal is declined by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Triggers when a proposal is signed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is viewed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is accepted by a client.
Instant
Trigger
- Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Creates a new client.
Scheduled
Action
- Proposify
Creates a new proposal.
Scheduled
Action
How Jira Software Cloud + Proposify Integrations Work
- Step 1: Authenticate Jira Software Cloud and 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.
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