noCRM.io + Proposify

noCRM.io + Proposify integrations

Update leads in noCRM.io for new won proposals

Find yourself spending too much time manually updating proposals statuses in your CRM? Now with the help of Zapier, the tedious work is done for you. This integration will move a lead in noCRM.io to a stage that you choose when a proposal is won in Proposify, saving you time for more important work.

When this happens...
Proposal WonTriggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Change StepChange the step of a lead
ActionWrite

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More things you can do with Proposify and noCRM.io

Discover other triggers and actions you can use with Proposify and noCRM.io

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
- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
  Required
Trigger
Instant
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- Event Name
- Step Event Name
  Required
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Prospecting list
Trigger
Instant
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- Lead
  Required
- Attachment name
  Required
- Attachment
  Required
Action
Write
- Item ID (Lead or Prospect)
  Required
- Simplified API path
  Required
Action
Write
- Unassigned_explanation
- Lead
  Required
- Status
  Required
Action
Write
- Lead
  Required
- Activity
  Required
- Comment
Action
Write
- Prospecting List
  Required
Action
Write
- Title
  Required
- Description addon
- Field_explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- Lead
  Required
- Estimated closing date
  Required
Action
Write
- Title
  Required
Action
Search

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
- Event Name
- User
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event Name
  Required
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event Name
  Required
Trigger
Instant
Try It
- Lead
  Required
- User Email
Action
Write
- Lead
  Required
- New Lead's Title
  Required
Action
Write
- Lead
  Required
- Step Name
  Required
Action
Write
- Lead
  Required
- Comment
  Required
Action
Write
- Lead
  Required
- Tag Names
  Required
Action
Write
- Lead
  Required
- Amount
  Required
- Probability (0-100)
Action
Write
- Email
  Required
- Status
- Tags
- Include unassigned leads
- Include_unassigned_explanation
Action
Search
- Email
  Required
- Status
- Tags
- Include unassigned leads
- Include_unassigned_explanation
- Title
  Required
- Description addon
- Field_explanation
- User Email
- Creation date
- Step Name
Action
Search or write

About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

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Related categories

Proposal & Invoice Management

Related Zap Templates

Create new clients in Proposify from new leads in noCRM.io

Related Zap Templates

Create new clients in Proposify from new leads in noCRM.io