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Quickly connect Nimble to Proposify with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Nimble with Proposify - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Nimble.
Add your action
An action happens after the trigger—such as "Create Client" in Proposify.
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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.
- New Contact
Triggers when you add a new contact.
Try ItTriggerPolling - SubjectRequired
- NotesRequired
- Due_dateRequired
ActionWrite- Client Created
Triggers when a user creates a new client.
Try ItTriggerInstant - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerInstant
- Tags
- First_note
- First_note_preview
ActionWrite- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerInstant