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Zapier makes it easy to integrate monday.com with Proposify - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event
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2. Choose action
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1. Select the event
Setup
Test
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monday.com
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Create Client" in Proposify.

You’re connected!

Zapier seamlessly connects monday.com and Proposify, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about monday.com + Proposify integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Proposify

How do I set up the integration between monday.com and Proposify?

To set up the integration, start by selecting your triggers and actions on our platform. A common trigger could be when a new proposal is created in Proposify, prompting an action in monday.com like adding a new item to a board. After defining your triggers and actions, authenticate both apps through our interface and test the setup to ensure it functions as expected.

What are some examples of triggers in the monday.com-Proposify integration?

Examples of triggers include creating a new proposal in Proposify or updating an existing one. These triggers can initiate various actions in monday.com, such as creating an update in an item, adding a column to a board, or notifying team members.

Can I automate updates on my monday.com boards based on changes in Proposify proposals?

Yes, you can automate updates such as altering item statuses or notifying team members whenever there are changes to proposals in Proposify. Simply set these as actions following specific triggers from Proposify within our integration settings.

Is it possible to create an item on monday.com when a new client is added in Proposify?

Absolutely. You can map the trigger 'New Client' from Proposify to automatically create a new item or task on your designated monday.com board. This helps streamline client onboarding directly from when they're added into Proposify.

How do I know if my integration between monday.com and Proposify is working correctly?

After setting up your desired workflows with chosen triggers and actions, test them using sample data provided during setup. You should see the consequential actions being executed correctly on either platform based on those test inputs. We offer logs and notifications for troubleshooting any issues that might arise.

Can I set conditions for specific actions between monday.com and Proposify?

Yes, conditional logic can be applied where only if certain criteria are met will the action proceed. For example, you can specify that only proposals over a certain value trigger an action of updating stakeholders on Monday.com.

What limitations should I be aware of when integrating monday.com with Proposify?

Some limitations include rate limits from both applications affecting how quickly tasks are updated across platforms. Additionally, while most core features are supported by our integrations, certain custom fields or proprietary data types may not be seamlessly transferable due to inherent app restrictions.

Practical ways you can use monday.com and Proposify

Track approved proposals in project workflow.

When a proposal is signed in Proposify, Zapier automatically creates a new item in monday.com to track the progress of the project. This ensures approved projects are added smoothly into the workflow, giving you clearer visibility into your operations.

Business Owner
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Create proposals for new leads.

Turn high-potential leads into actionable proposals faster. When a new item is added in monday.com, Zapier triggers the creation of a proposal in Proposify, ensuring seamless transitions from marketing to sales.

Marketing & Marketing Ops
Sync proposal updates to project boards.

Keep tasks aligned with sales approvals. When a proposal is accepted in Proposify, Zapier updates the project status column on monday.com, making sure everyone on the team is aware of project go-ahead, eliminating manual updates.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It

Learn how to automate monday.com on the Zapier blog

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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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