Proposify Legacy + Rillet

Proposify Legacy + Rillet integrations

Create Rillet contracts for signed Proposify Legacy proposals

When a prospect accepts a proposal, your financial system should know about it right away. This automation creates a new contract in Rillet as soon as a proposal is signed in Proposify Legacy, bridging the gap between your sales pipeline and revenue operations automatically.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
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Create ContractCreates a contract in Rillet (API v3). Optional usage configuration only if your org has Usage v2 enabled in Rillet.
ActionWrite

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More things you can do with Proposify Legacy and Rillet

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

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
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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
- Subsidiary
Trigger
Polling
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- Subsidiary
- Status
Trigger
Polling
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- Vendor
  Required
- Subsidiary
- Issue Date
  Required
- Due Date
  Required
- Expense Number
  Required
- Account
  Required
- Description
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Street Address
- City
- State or Province
- Postal Code
- Country
Action
Write
- Invoice
  Required
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Phone
Action
Write
- Contract
  Required
- Contract Name
- Status
- End Date
Action
Write
- Invoice
  Required
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Status
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Name
- Email
- Subsidiary
Action
Search
- Name
Action
Search

Client Created
Triggers when a user creates a new client.
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Proposal Lost
Triggers when a Proposal is declined by a client.
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Proposal Signed
Triggers when a proposal is signed by a client.
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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
- Subsidiary
Trigger
Polling
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- Subsidiary
Trigger
Polling
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New Vendor
Triggers when a new vendor is created in Rillet.
Trigger
Polling
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- Customer
  Required
- Subsidiary
- Contract Name
- Start Date
- Close date
  Required
- Invoicing interval
  Required
- Invoicing day of month
  Required
- Payment terms (net days)
  Required
- Include usage & minimum commitment invoicing config
- Product
  Required
- Quantity
  Required
- Price type
  Required
- Price amount
  Required
- Price currency
  Required
- Price interval (months)
  Required
- Revenue pattern
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Name
  Required
- Description
- Price Amount
- Price Currency
Action
Write
- Contract Item ID
  Required
- Quantity
  Required
- Timestamp
Action
Write
- Customer
  Required
- Name
- Email
- Phone
Action
Write
- Customer
- Status
Action
Search
- Customer
- Status
- Subsidiary
Action
Search
- Name
Action
Search

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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Related categories

Proposal & Invoice Management

About Rillet

Rillet is an AI-native ERP app that delivers automation, speed, and scale for mid-market and enterprise finance teams.

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Related categories

Accounting