Podio + Proposify Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Podio and Proposify, with as many as 48 possible integrations. Are you ready to find your productivity superpowers?
Create Proposify clients from new Podio contacts
Want to bring all your contacts created on Podio into Proposify? This integration makes it easy! Once active it will take any new contacts you've made in Podio and create clients in Proposify.
How It Works
- Add a new contact to your Podio app
- Zapier automatically creates a new Proposify client in your account
What You Need
- Podio account
- Proposify account with owner privileges
Create Proposify clients from Podio activity
Seize the day! Automatically create new clients in Proposify from new activity in Podio. With this automation, each time there is new activity in a Podio app you select, Zapier will create a new client in Proposify. Save new clients automatically and quickly begin focusing on their proposals.
How It Works
- New activity in Podio
- Zapier creates a new client in Proposify
What You Need
- Podio account
- Proposify account
It's easy to connect Podio + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers instantly when an action happens inside an app which you choose.
Update an item, record or entry inside an app (standard or custom).
Triggers when you add a new task.
Create a new item, record or entry inside an app (standard or custom).
Triggers when you add a new item, record or entry to an app (standard or custom).
Creates a new client.
Triggers when a proposal is accepted by a client.
Creates a new proposal.
Triggers when a client has left a comment on the client view.
Create a new task.
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