Proposify Legacy + Reply

Proposify Legacy + Reply integrations

Create persons and push to campaigns in Reply from new proposals lost in Proposify Legacy

Reach out to your leads before they are lost! Once proposals are lost in Proposify Legacy, this integration creates or updates persons in Reply and pushes to campaigns, so you can find out what has happened.

When this happens...
Proposal LostTriggers when a Proposal is declined by a client.
TriggerInstant
automatically do this!
$Create\Update Person and Push to Campaign$
$Create\Update Person and Push to Campaign$
Create\Update Person and Push to CampaignCreate/Update a person and push it to campaign.
ActionWrite

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More things you can do with Proposify Legacy and Reply

Discover other triggers and actions you can use with Proposify Legacy and Reply

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
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Proposal Created
Triggers when a proposal is created.
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
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Proposal Viewed
Triggers when a proposal is viewed by a client.
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
New Person Bounce
Triggers when an email address bounce (soft & hard).
Trigger
Instant
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New Emails Sent
Triggers when new email sent (first step or follow-up).
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Instant
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New Person Opt Out
Triggers when a person clicks opt out link.
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Instant
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Prospect Finished
Triggers when a prospect finishes in terms of campaign.
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Instant
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Zapier Step Launched
Triggers when a Sequence's Zapier step is launched
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Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person Email
  Required
Action
Write
- Email
  Required
- Campaign Id
  Required
Action
Write

Client Created
Triggers when a user creates a new client.
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Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
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Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
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New Link Clicked
Triggers when a person clicks your link in email.
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Instant
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New Email Opened
Triggers when a person opens your email.
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Instant
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New Email Replied
Triggers when a person replied.
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Instant
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Add or Update Contact
Triggers when new contacts are created manually or existing contacts are updated manually.
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Instant
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- Campaign ID
  Required
- Force Push
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person email
  Required
Action
Write
- Sequence Id
  Required
- Contact Email
  Required
- Contact Id
- First Name
- Last Name
- Company
- Phone
- City
- State
- Country
- Title
- LinkedIn
- Sales Navigator
- Time Zone
Action
Write

About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create persons and push to campaigns in Reply from new proposals in Proposify Legacy

Create Proposify Legacy proposals from new inbox categories set for reply in Reply

Create Proposify Legacy clientes from new inbox categories set for reply in Reply