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Proposaly + Upfirst

Proposaly + Upfirst

Proposaly + Upfirst integrations

Add new recipients in Proposaly when calls are completed in Upfirst

Simplify your process between Upfirst and Proposaly. Whenever a call is completed in Upfirst, swiftly add a new recipient in Proposaly. This smooth workflow enables you to prioritize crafting compelling proposals, saving you time and increasing productivity.

When this happens...
Call CompletedTriggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
TriggerInstant
automatically do this!
Add RecipientAdd a new recipient to a Document
ActionWrite

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More things you can do with Upfirst and Proposaly

Discover other triggers and actions you can use with Upfirst and Proposaly

Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Polling
Try It
- Workspace ID
  Required
Trigger
Polling
Try It
- Workspace ID
  Required
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It

- Workspace ID
- Lead ID
  Required
Action
Write
- Workspace
- Lead ID
  Required
- Title
  Required
Action
Write

- Workspace
- Document ID
  Required
- Expires After
Action
Write
- Workspace Name
  Required
- Workspace Type
Action
Write
- Workspace
- Lead ID
  Required
Action
Write
- Workspace ID
- Document ID
  Required
- New Title
- Copy all recipients?
- Copy price quote?
- Should copy addons?
- Copy attachments?
Action
Write
- Workspace ID
- Lead ID
  Required
Action
Write
- Workspace
- Document
  Required
- New Owner Email
  Required
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
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
- Lead ID
Action
Search
- Workspace
- Document
- Recipient ID
  Required
Action
Search

Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
Trigger
Instant
Try It
- Workspace
  Required
- New Stage
  Required
Trigger
Polling
Try It
- Workspace
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
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)
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
Action
Write
- Workspace
- Document ID
  Required
Action
Write
- Workspace
- Document
- Recipient ID
  Required
Action
Write
- Workspace
- Document
  Required
- New Stage
  Required
Action
Write
- Workspace ID
- Document ID
  Required
- Recipients to send to
Action
Write
- Workspace
- Document
  Required
- New Title
- New Owner Email
- New Stage
Action
Write
- Workspace ID
- Document
- Recipient
  Required
- First Name
- Last Name
- Email
- Phone Number
- Access Level
- Status
Action
Write
- Document ID
  Required
Action
Search
- Recipient ID
  Required
Action
Search

About Proposaly

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

Related categories

Proposal & Invoice Management

About Upfirst

Upfirst is an AI call assistant that answers every call with care, logs details instantly, and keeps your favorite tools up-to-date.

Learn moreLearn moreHelpHelp

Related categories