Proposify Legacy + Storage by Zapier

Proposify Legacy + Storage by Zapier integrations

Set values in Storage by Zapier when new proposals are created in Proposify Legacy

When a new proposal is created in Proposify Legacy, this workflow will secure the information, ensuring safe storage in Storage by Zapier. This is an ideal solution for maintaining a streamlined process, as you are able to easily keep track of every proposal made, providing improved organization for your business. Utilize this automatic process to seamlessly manage your data and boost your operational efficiency.

When this happens...
Proposal CreatedTriggers when a proposal is created.
TriggerInstant
automatically do this!
Set ValueSet a value stored at a defined key.
ActionWrite

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More things you can do with Proposify Legacy and Storage by Zapier

Discover other triggers and actions you can use with Proposify Legacy and Storage by Zapier

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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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
- Key
  Required
- Location
- Default Value
Action
Write

Remove All Values
Removes all values for the connected account.
Action
Write
- Key
  Required
Action
Write
- Keys and Values
Action
Write
- Key
  Required
- Value
- Previous Value
Action
Write
- Key
  Required
- Item Format
  Required
- Item Separator
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
Action
Search
- Key
  Required
Action
Search
- Key
  Required
- Value
Action
Search or write

Client Created
Triggers when a user creates a new client.
Trigger
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.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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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
- Key
  Required
- Increment Amount
Action
Write
- Key
  Required
- Value
  Required
- Location
Action
Write
- Key
  Required
- Child Keys
Action
Write
- Key
  Required
- Child Values
Action
Write
- Key
  Required
- Value
Action
Write
Get All Values
Get all values stored.
Action
Search
- Keys
  Required
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
- Child Values
Action
Search or write

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 Storage by Zapier

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.

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