Nimble + Proposify

Nimble + Proposify integrations

Create Nimble tasks for new Proposify proposals

Managing your contacts and tasks in Nimble? With this Zapier integration, you can have your Nimble CRM and Proposify work in tandem by automatically generating Nimble tasks from new Proposify proposals. That way you'll never forget to followup after sending a new proposal to a client.

When this happens...
Proposal CreatedTriggers when a proposal is created.
TriggerInstant
automatically do this!
Create TaskCreate a new task.
ActionWrite

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More things you can do with Proposify and Nimble

Discover other triggers and actions you can use with Proposify and Nimble

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
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Tags
- First_note
- First_note_preview
Action
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
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- 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
New Contact
Triggers when you add a new contact.
Trigger
Polling
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- Subject
  Required
- Notes
  Required
- Due_date
  Required
Action
Write

About Nimble

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

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Related categories

CRM (Customer Relationship Management)

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About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management