Proposify Legacy + Teamgate

Proposify Legacy + Teamgate integrations

Create proposals in Proposify Legacy for new deal stage changes in Teamgate

When a new deal progresses and reaches a selected stage in the sales pipeline in Teamgate, this integration will create a proposal in Proposify Legacy. This integration saves you time copying the potential buyer's details from one app to another and allows you to concentrate on the tasks that matter.

When this happens...
Deal Stage ChangedTriggers when a deal's stage is updated.
TriggerPolling
automatically do this!
Create ProposalCreates a new proposal.
ActionWrite

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More things you can do with Teamgate and Proposify Legacy

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

- Status
- Type
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It
- Creator
- Status
- Source
- Industry
- Owner
Trigger
Polling
Try It
- Owner
- Creator
- Source
- Industry
Trigger
Polling
Try It
- Creator
- Status
- Source
- Industry
- Owner
Trigger
Polling
Try It

New Product
Lists the products.
Trigger
Polling
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It

- Deal ID
  Required
- In Stock?
  Required
Action
Write
- Id
  Required
- Deal Name
- Deal Stage ID
- Deal Price
- Currency ISO
- Owner ID
- Owner Username
Action
Write
- Lead Name
  Required
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Person Name
  Required
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Name
  Required
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- Id
  Required
- Stage
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Id
  Required
- Person Name
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Title
Action
Search
- Person Name
- Phone Number
- E-Mail Address
Action
Search
- Title
  Required
- Phone Number
- E-Mail Address
- Person
- Job Title
- Owner
- Collaborators
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
- Lead Name
  Required
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
- Name
  Required
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Search or write
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- 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

- Owner
- Creator
- Source
- Industry
Trigger
Polling
Try It
Email Opened
Triggers when email is opened.
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Polling
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Polling
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Polling
Try It
- Type
  Required
- Responsible
- Company
- Person
- Lead
- Deal Id
- Client Id
- Type
- Before
- Start
- Status
- Is Secret?
Action
Write
- Title
  Required
- Person
- Job Title
- Owner
- Collaborators
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Stage
  Required
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Content
  Required
- Company
- Person
- Lead
- Deal Id
- Client Id
Action
Write
- Id
  Required
- Name
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- Id
  Required
- Title
- Person
- Job Title
- Owner
- Collaborators
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Id
  Required
- Lead Name
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Title
- Phone Number
- E-Mail Address
Action
Search
- Lead Name
- Phone Number
- E-Mail Address
Action
Search
- Name
  Required
- Sku
Action
Search
- Name
- Stage
  Required
- Buyer (Company)
- Buyer (Person)
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Search or write
- Person Name
  Required
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It
- 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.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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