Proposify Legacy + Tally

Proposify Legacy + Tally integrations

Create Proposify Legacy proposals for new Tally submissions

Create proposals in Proposify Legacy effortlessly when new submissions arrive in Tally. This seamless workflow streamlines the proposal creation process, ensuring quick and professional responses to each submission. Improve organization and efficiency by connecting Tally and Proposify Legacy for a smooth proposal management experience.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Create ProposalCreates a new proposal.
ActionWrite

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More things you can do with Tally and Proposify Legacy

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

- Select a form
  Required
Trigger
Instant
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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.
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Proposal Won
Triggers when a proposal is accepted by a client.
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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

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

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 Tally

The simplest way to create beautiful forms and surveys, for free.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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