OneClick Code + Proposify Legacy

OneClick Code + Proposify Legacy integrations

Generate OneClick Code reports for new proposals on Proposify Legacy

When you create a new proposal, you want to have all of the correct jurisdiction and code information. This Zap puts that at your fingertips, automatically generating a report in OneClick Code for each new proposal as soon as it's generated in Proposify Legacy.

When this happens...
Proposal CreatedTriggers when a proposal is created.
TriggerInstant
automatically do this!
Create Code ReportCreates a new code report.
ActionWrite

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More things you can do with Proposify Legacy and OneClick Code

Discover other triggers and actions you can use with Proposify Legacy and OneClick Code

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

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
- Street
  Required
- City
  Required
- State
  Required
- Zip
  Required
Action
Write

About OneClick Code

OneClick Code is a tool used to quickly identify building and roofing codes relevant to home repairs for contractors, insurers, and others.

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Related categories

Documents

About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management