OneClick Code + Proposify

OneClick Code + Proposify integrations

Generate OneClick Code reports for new proposals on Proposify

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.

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 and OneClick Code

Discover other triggers and actions you can use with Proposify 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

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