Proposaly Integrations

Name: Zapier
Availability: InStock

Put Proposaly to work with AI and enterprise-grade automation

Automate smarter with Proposaly and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zoho CRM

CRM (Customer Relationship Management), Zoho

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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.

- Workspace ID
  Required
Trigger
Polling
Try It
- Workspace
  Required
- New Stage
  Required
- Include notes
Trigger
Polling
Try It
- Card workspace
  Required
- Include notes
Trigger
Polling
Try It
- Workspace ID
  Required
- Include notes
Trigger
Polling
Try It
- Workspace
- Document
  Required
Trigger
Polling
Try It

- Workspace
- Document
  Required
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Access Level
  Required
Action
Write
- Workspace
  Required
- Title
  Required
- Include notes
Action
Write

- Workspace
  Required
- Template Document
  Required
- Title
  Required
- Copy Recipients? (Ignore By Default)
- Copy Price Quote? (Ignore By Default)
- Copy Add-ons? (Ignore By Default)
- Copy Attachments? (Ignore By Default)
- Include notes
Action
Write
- Workspace
  Required
- Client Name
  Required
- Lead Type
  Required
- Lead Source
  Required
- Other Lead Source
  Required
- Owner Email
  Required
- Additional Comment
- Company Website
- Company Address - Country Code (2-letter code, e.g., US, CA, UK)
  Required
- Company Address - Apartment
- Company Address - Street
- Company Address - City
- Company Address - State
- Company Address - Zip code
- Include notes
Action
Write
- Workspace Name
  Required
- Workspace Type
Action
Write
- Workspace
- Lead ID
  Required
Action
Write
- Workspace
- Document
- Recipient ID
  Required
Action
Write
- Workspace
- Document
  Required
- New Stage
  Required
- Include notes
Action
Write
- Workspace ID
- Document ID
  Required
- Recipients to send to
Action
Write
- Workspace
- Document
  Required
- New Title
- New Owner Email
- New Stage
- Include notes
Action
Write
- Workspace
- Document, card, or lead ID
  Required
- Note ID
  Required
- Title
- Body
Action
Write
- Workspace ID
- Document ID
- Recipient ID
  Required
- Notification for Agreement Signed
- Notification for Addon Added
- Notification for Payment Made
- Notification for Message Received
- Notification for Media Added
- Notification or Document Status Changed
Action
Write
- Workspace
- Document ID
  Required
- Include notes
Action
Search
- Workspace
- Document, card, or lead ID
  Required
- Note ID
  Required
Action
Search
- Workspace
- Document
- Recipient ID
  Required
Action
Search
- Warning
- Workspace
  Required
- Include notes
- Limit
Action
Search
- Warning
- Workspace
- Document, card, or lead ID
  Required
- Source
- Search
Action
Search

- Card workspace
  Required
- New Stage
  Required
- Include notes
Trigger
Polling
Try It
- Workspace ID
  Required
Trigger
Polling
Try It
- Workspace
- Include notes
Trigger
Polling
Try It
- Workspace
- Document, card, or lead ID
  Required
- Source
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- Workspace ID
- Lead ID
  Required
- Include notes
Action
Write
- Workspace
- Lead ID
  Required
- Title
  Required
- Include notes
Action
Write
- Workspace
- Document ID
  Required
- Expires After
Action
Write
- Workspace
- Document, card, or lead ID
  Required
- Title
- Body
- Source
- Author email
Action
Write
- Workspace
- Document ID
  Required
Action
Write
- Workspace
- Document, card, or lead ID
  Required
- Note ID
  Required
Action
Write
- Workspace ID
- Document ID
  Required
- New Title
- Copy all recipients?
- Copy price quote?
- Should copy addons?
- Copy attachments?
- Include notes
Action
Write
- Workspace ID
- Lead ID
  Required
- Include notes
Action
Write
- Workspace
- Document
  Required
- New Owner Email
  Required
- Include notes
Action
Write
- Workspace
- Lead ID
  Required
- Lead Type
- Lead Source
- Other Lead Source
- Owner Email
- Company Name
- Additional Comment
- Company Website
- Company Address - Country
- Company Address - Street
- Company Address - Apartment
- Company Address - City
- Company Address - State
- Company Address - Zip code
- Include notes
Action
Write
- Workspace ID
- Document
- Recipient
  Required
- First Name
- Last Name
- Email
- Phone Number
- Access Level
- Status
Action
Write
- Card workspace
- Card
  Required
- Include notes
Action
Search
- Workspace
- Lead ID
  Required
- Include notes
Action
Search
- Workspace
- Document, card, or lead
- Recipient ID
  Required
Action
Search
- Warning
- Card workspace
  Required
- Include notes
- Limit
Action
Search
- Warning
- Workspace
  Required
- Lead status
- Include notes
- Limit
Action
Search
- Warning
- Workspace
- Document, card, or lead
  Required
- Limit
Action
Search

For builders

Let your AI safely access Proposaly

Go beyond Zap workflows. Install Zapier in your AI to call Proposaly actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Proposaly from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Recipient
Archive Lead

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Proposaly actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Proposaly connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "proposaly", owner: "me" });

await zapier.runAction({
  app: 'proposaly',
  action: 'add_recipient',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Proposaly Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Proposaly

Proposaly is a unified sales workflow platform that centralizes proposals, agreements, payments, and project updates into one automated system.

HelpHelp

Related categories

Proposal & Invoice Management

Popular Proposaly Integrations

Zoho CRM

Code by Zapier

Proposaly Integrations

Put Proposaly to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Let your AI safely access Proposaly

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Proposaly Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Proposaly Integrations

Popular Proposaly Integrations

Connect Your App Accounts to Zapier