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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Collected" from Proofly.

Add your action

An action happens after the trigger—such as "Merge a Template and Send Email" in Zoho Writer.

You’re connected!

Zapier seamlessly connects Proofly and Zoho Writer, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Campaign
  Required
- Notification
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Notification
  Required
Action
Search
Favourite Document
Triggers when the document is marked as favourite.
Trigger
Polling
Try It
- Folder ID
Trigger
Polling
Try It
- Document ID
  Required
- FIle Name
  Required
- Recipient Email
  Required
- Recipient Name
- Action Type
  Required
- Language
  Required
- Private Notes
Action
Write

- Document
  Required
- Attach As
  Required
- Send to (URL)
  Required
- Password
- Invoke period
  Required
- Merge To
  Required
Action
Write
- Folder ID
- Document Name
- Text
  Required
Action
Write

- Campaign
  Required
- Notification
  Required
- Conversion Data
  Required
Action
Write
- Scope
  Required
- Document ID
  Required
Trigger
Polling
Try It
New Document
Triggers when a new document has been created.
Trigger
Polling
Try It
- Document
  Required
- Mail Type
  Required
- Recipient Email Address
  Required
- Subject
  Required
- Message Body
- Attachment Name
- Attachment Password
- Cc
- BCC
Action
Write
- Document ID
  Required
- Document Name
  Required
- Folder ID
  Required
Action
Write
- Message
  Required
- Subject
  Required
- Document Name
  Required
- Document ID
  Required
- Number of recipients
Action
Write
- Document Name
- Folder ID
- Web URL
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Proofly and Zoho Writer to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Proofly to Zoho Writer integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Proofly

Proofly is a powerful social-proof tool that works on/with any platform to boost your conversions and sales.

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Related categories

Marketing

About Zoho Writer

Zoho Writer is a powerful word processor made for collaborative work.

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Related categories

Content & Files Zoho

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