Outbound. by Why Bravo + Proposify + Formatter by Zapier

Outbound. by Why Bravo + Proposify integrations

Create activities in Outbound. by Why Bravo from new proposals sent in Proposify

Looking for an easier, more efficient way to stay on top of your proposals? This Zap is your answer. Once active, this integration automatically creates an activity in Outbound. by Why Bravo for each new proposal sent in Proposify.

When this happens...
Proposal SentTriggers when a proposal is sent or marked as sent by a user.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create ActivityCreates a new activity, Designed to be triggered from your CRM into Outbound.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Proposify, Formatter by Zapier, and more

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
Try It

- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Transform
  Required
Action
Write

- Transform
  Required
Action
Write
- Type
  Required
- Action
  Required
- Description.
  Required
- Deal Amount
- Deal Name
- Deal Currency
Action
Write
- Search
  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
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Polling
Try It
- Label
  Required
Action
Search

About Outbound. by Why Bravo

Outbound. is a sales enablement platform, designed to use gamification to promote and rapidly grow your teams outbound activities and reward your team how they want to be rewarded.

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Related categories

Business Intelligence

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

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Related categories

Documents

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