monday.com + Proposify Integrations

How to connect monday.com + Proposify

Zapier lets you send info between monday.com and Proposify automatically—no code required.

When this happens...

automatically do this!

Supported triggers and actions

What does this mean?

Column Value Changed in Board
Triggers when a column value is changed in a specific board.
Trigger
Instant
New Item in Board
Triggers when an item is created in a specific board.
Trigger
Instant
New Board
Triggers when a new board is created.
Trigger
Scheduled
Specific Column Value Changed in Board
Triggers when a specific column values changes in a board
Trigger
Instant
New Update in Board
Triggers when a new update is posted on a board.
Trigger
Instant

New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Archive Board
Archives a board
Action
Write

Archive Group
Archives a specific group in a board
Action
Write

monday.com
Archives an item
Scheduled
Action
monday.com
Update an item's name
Scheduled
Action
monday.com
Change multiple column values of an item
Scheduled
Action
monday.com
Creates a new board
Scheduled
Action
monday.com
Create a new column in board.
Scheduled
Action
monday.com
Creates a new group in a board
Scheduled
Action
monday.com
Create a new Item in a board
Scheduled
Action
monday.com
Create a new update.
Scheduled
Action
monday.com
Delete's a specific group from a board
Scheduled
Action
monday.com
Delete an item from a board
Scheduled
Action
monday.com
Duplicate a group with it's items
Scheduled
Action
monday.com
Upload File To Specific Column
Scheduled
Action
monday.com
Returns the data for a specific item by searching column value in a board
Scheduled
Action
monday.com
Returns the data for a specific column in the board
Scheduled
Action
monday.com
Returns the data for a specific file column in the board
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 monday.com + Proposify Integrations Work

Step 1: Authenticate monday.com 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.