OnePageCRM + Proposify

Create new Proposify clients from fresh OnePageCRM contacts

Streamline your client management process with this powerful workflow. When a new contact is added in OnePageCRM, a client profile is immediately created in Proposify. This eliminates manual data entry and ensures all relevant information is instantly available. Increase productivity and keep your client details consistent across platforms with this efficient automation.

When this happens...
New Contact
Triggers when a contact is created.
TriggerScheduled
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

- Contact ID
Trigger
Scheduled
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Scheduled
Try It

- Contact IDRequired
- TextRequired
- Type
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write

- Contact IDRequired
- TextRequired
Action
Write
- Deal IDRequired
- Name
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search phrase
- Deal ID
Action
Search
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It
- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Scheduled
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact IDRequired
- Comment
Action
Write
- Contact IDRequired
- Result
- Text
- Phone Number
- Via
- Notify users
Action
Write
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
Action
Search
- Search phrase
- Access
- User ID
Action
Search
- Search phrase
- Deal ID
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- 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

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Streak

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Zapier Interfaces

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

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Learn more

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

OnePageCRM + Proposify

Create new Proposify clients from fresh OnePageCRM contacts

Closed Sales Cycle

Contact ID

New Next Action

Filter by Type

New Contact

Search Phrase

Custom Filter ID

Filter by Contact Status

Filter by Tag

Filter by Lead Source

Filter by Deal Status

Starred

Include My Team Contacts

New Note

Contact ID

Updated Deal

Deal Status

Filter by Deal Name

Filter by Custom Filter

Filter by Tag

Create Next Action

TextRequired

Type

Create Contact

First Name

Last Name

Job Title

Company Name

Work

Home

Mobile

Work

Home

Other

Website

Twitter

Linkedin

Facebook

Instagram

Other

Street

City

State

Zip

Country

Type

Status

Tag

Lead Source

Background

Owner

Next Action Text

Next Action Date

Starred

Create Note

Contact IDRequired

TextRequired

Update Deal

Deal IDRequired

Name

Pipeline ID

Owner

Text

Status

Amount

Cost

Months

Base

Type

Value

Find Deal

Search phrase

Deal ID

Find or Create a Contact

Search Phrase (name, email or phone)