Paperform + Proposify
Create proposals in Proposify from new Paperform form submissions
Streamline your proposal creation process with this Paperform to Proposify workflow. Each time you receive a new form submission in Paperform, a corresponding proposal will be created in Proposify. Save time and boost your efficiency by automating this crucial business task.
Streamline your proposal creation process with this Paperform to Proposify workflow. Each time you receive a new form submission in Paperform, a corresponding proposal will be created in Proposify. Save time and boost your efficiency by automating this crucial business task.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Proposal
Creates a new proposal.
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- 14 day trial for premium features & apps
FormRequired
Try ItClient Created
Triggers when a user creates a new client.
Try ItProposal Lost
Triggers when a Proposal is declined by a client.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try It
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
