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Or pick an app to pair with
ActiveCampaign
Marketing Automation
monday.com
Project Management
HubSpot
Marketing Automation
Slack
Team Chat
Google Sheets
Google, Spreadsheets
QuickBooks Online
Accounting
Pipedrive
CRM (Customer Relationship Management)
Google Drive
File Management & Storage, Google
ClickUp
Project Management
ActiveCampaign
Marketing Automation
monday.com
Project Management
HubSpot
Marketing Automation
Slack
Team Chat
Google Sheets
Google, Spreadsheets
QuickBooks Online
Accounting
ActiveCampaign
Marketing Automation
monday.com
Project Management
HubSpot
Marketing Automation
Slack
Team Chat
Google Sheets
Google, Spreadsheets
QuickBooks Online
Accounting
Pipedrive
CRM (Customer Relationship Management)
Google Drive
File Management & Storage, Google
ClickUp
Project Management
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.
- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerInstant - Proposal Created
Triggers when a proposal is created.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Client Created
Triggers when a user creates a new client.
Try ItTriggerInstant - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerInstant
Proposify Legacy Help & Support
Common questions
About Proposify Legacy
Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.
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