Kommo + Proposify

Create proposals in Proposify for new companies in Kommo

Streamline your proposal creation process by connecting your Kommo app to Proposify. With this workflow, every time a new company is added in Kommo, a proposal will be generated in Proposify, saving you time and ensuring consistent proposals for all your new clients. Enhance your efficiency and focus on building relationships instead of manual tasks.

When this happens...
New Company
Triggers when a new company is created.
TriggerInstant
automatically do this!
Create Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Task Deleted
Triggers when a task is deleted.
Trigger
Instant
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Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
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Contact Updated
Triggers when contact is updated.
Trigger
Instant
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Task Updated
Triggers when task is updated.
Trigger
Instant
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Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity ItemRequired
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element TypeRequired
- Element ID
- Text
- Creation Data
Action
Search or 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
Try It
- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
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Company Updated
Triggers when company is updated.
Trigger
Instant
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Lead Updated
Triggers when lead is updated.
Trigger
Instant
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Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element TypeRequired
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
Action
Search or write
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
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- 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

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Learn more

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

Kommo + Proposify

Create proposals in Proposify for new companies in Kommo

New Company

New Lead

Task Deleted

Lead Status Changed

Contact Updated

Task Updated

Update Company

Update Contact

Create Lead With Contact

Create Link

Which Data Do You Want to Link?

The Data ID You Want to Link

What Do You Want to Link It To?

The Data ID You Want to Link To

Update Note

Update Task

Text of Task

Find Contact

Query

Element ID

Find Linked Data

Find Task

Deadline

Element ID

Element Type

Find or Create Contact

Query

Element ID

Find or Create Note

Element TypeRequired

Element ID

Text

Creation Data

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Led ByRequired

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

New Contact

New Task

Lead Responsible User Changed

Company Updated

Lead Updated

Create Company

Create Contact

Create Lead

Update Lead

Create Note

Text

Creation Data

Create Task

Text of Task

Deadline

Find Company

Query

Element ID

Find Lead

Query

Element ID

Find Note

Element TypeRequired

Element ID

Find or Create Company

Query

Element ID