noCRM.io + Proposify

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

Easily convert new leads into potential clients with this efficient workflow between noCRM.io and Proposify. Once set up, this automation creates a new client in Proposify whenever a new lead appears in noCRM.io. This seamless process not only saves time but also helps in maintaining a consistent prospect management system. With this workflow, you can focus more on securing those leads rather than manually transferring data.

When this happens...
New Lead
Triggers when a lead is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- 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 NameRequired
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 NameRequired
Trigger
Instant
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- LeadRequired
- User Email
Action
Write
- LeadRequired
- New Lead's TitleRequired
Action
Write
- LeadRequired
- Step NameRequired
Action
Write
- LeadRequired
- CommentRequired
Action
Write
- LeadRequired
- Tag NamesRequired
Action
Write
- LeadRequired
- AmountRequired
- Probability (0-100)
Action
Write
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
Action
Search
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Creation date
- Step Name
Action
Search or 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 NameRequired
- Last NameRequired
- Email AddressRequired
- 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
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event NameRequired
Trigger
Instant
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- Event Name
- Step Event NameRequired
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Prospecting list
Trigger
Instant
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- LeadRequired
- Attachment nameRequired
- AttachmentRequired
Action
Write
- Item ID (Lead or Prospect)Required
- Simplified API pathRequired
Action
Write
- Unassigned Explanation
- LeadRequired
- StatusRequired
Action
Write
- LeadRequired
- ActivityRequired
- Comment
Action
Write
- Prospecting ListRequired
Action
Write
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- LeadRequired
- Estimated closing dateRequired
Action
Write
- TitleRequired
Action
Search
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 ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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.

Learn more

Related categories

Proposal & Invoice Management

Related Zap Templates

Update leads in noCRM.io for new won proposals

Related Zap Templates

Update leads in noCRM.io for new won proposals

noCRM.io + Proposify

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

New Lead Assigned

New Lead Content or Title Changed

New Email Received From a Lead

New Lead Status Changed To...

New Unassigned Lead

New Lead

New Task Status Changed To...

Assign Lead

Change Lead's Title

Change Step

Add Comment

Add Tags

Set Amount and Probability

Find Lead

Find or Create Lead

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

New Lead Comment

New Deleted Lead

New Manual Trigger

New Lead Step Changed To...

New Client Folder

New Prospect Created...

Add Attachment

Call Simplified API

Change Status

Log an Activity

Create Prospect

Create Lead

Set the Estimated Closing Date

Find a Prospecting List

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

About noCRM.io

Related categories

Similar apps

Zapier Interfaces

About Proposify

Related categories

Related Zap Templates

Related Zap Templates