Proposify Legacy + Teamwork

Proposify Legacy + Teamwork integrations

Create Teamwork projects from won proposals in Proposify Legacy

Speed things up and automatically create new projects when you win a proposal. Use this automation, and each time a new proposal is won in Proposify Legacy, Zapier will create a new project in Teamwork. Get started right away and create the path to deliver a great service.

When this happens...
Proposal WonTriggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with Proposify Legacy and Teamwork

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

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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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
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Trigger
Instant
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New Column
Triggered when you add a new column.
Trigger
Instant
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New Company
Triggered when you add a new company.
Trigger
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New File
Triggered when you add a new file.
Trigger
Instant
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New Link
Triggered when you add a new link.
Trigger
Instant
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New Message Reply
Triggered when you add a new message reply.
Trigger
Instant
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New Notebook
Triggered when you add a new notebook.
Trigger
Instant
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New Project
Triggered when you add a new project.
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New Risk
Triggered when you add a new risk.
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Instant
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New Status
Triggered when you add a new status.
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Instant
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New Task List
Triggered when you add a new task list.
Trigger
Instant
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New Time Entry
Triggered when you add a new time entry.
Trigger
Instant
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- Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Write
- Project
  Required
- Name
  Required
- Color
Action
Write
- Project
  Required
- Expense
  Required
- Description
- Date
  Required
- Cost
  Required
Action
Write
- Project
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Invoice No./ID
  Required
- PO Number
- Description
- Issue Date
  Required
- Fixed Price
- Currency
  Required
Action
Write
- Project
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Task ID
  Required
Action
Write
- Project
  Required
- Title
  Required
- Body
  Required
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
Action
Write
- Project
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Title
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Name
  Required
- Parent Category
Action
Write
- Project
- Add Selected Users to this Project
  Required
Action
Write
- User
  Required
- Status
  Required
- Notify Everyone in Owner Company?
- Who should be notified?
Action
Write
- Project
  Required
- Task List
  Required
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
Action
Write
- Project
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- Who?
Action
Write
- Project
- Task List
- Content
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
- Allow Update to Completed Task
- Fire Webhooks after Update
Action
Write
- Search For
  Required
Action
Search
- Name
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Workflow ID
  Required
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Project
  Required
- Color
Action
Search or write
- Search For
  Required
- Project
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
  Required
- Title
  Required
- Body
  Required
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
Action
Search or write
- Search For
  Required
- Project
  Required
- Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Search or write
- Title
  Required
- Project
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Search For
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Search or write
- Search For
  Required
- Project
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
  Required
- Task List
  Required
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
Action
Search or write

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.
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
New Calendar Event
Triggered when you add a new calendar event.
Trigger
Instant
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New Card
Triggered when you add a new card.
Trigger
Instant
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New Comment
Triggered when you add a new comment.
Trigger
Instant
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New Expense
Triggered when you add a new expense.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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New Message
Triggered when you add a new message.
Trigger
Instant
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New Milestone
Triggered when you add a new milestone.
Trigger
Instant
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New Person
Triggered when you add a new person.
Trigger
Instant
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- Trigger on
  Required
Trigger
Instant
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New Stage
Triggered when you add a new stage.
Trigger
Instant
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New Task
Triggered when you add a new task.
Trigger
Instant
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- Trigger on
  Required
Trigger
Instant
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- Task List Template
  Required
- Project
  Required
Action
Write
- Name
  Required
- Color
Action
Write
- Name
  Required
- Website
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Title
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Message
  Required
- Body
  Required
- Who should be notified?
- Post as Another User
Action
Write
- Project
  Required
- Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Write
- Project
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Write
- Name
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Write
- Workflow ID
  Required
- Name
  Required
- Color
Action
Write
- Project
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Name
  Required
- Description
Action
Write
- Project
- Task List
- Task
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- Who?
Action
Write
- Name
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Search or write
- Name
  Required
- Website
Action
Search or write
- Search For
  Required
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
Action
Search or write
- Title
  Required
- Project
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Search For
  Required
- Project
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Search or write
- Workflow ID
  Required
- Search For
  Required
- Color
Action
Search or write
- Search For
  Required
- Project
  Required
- Description
Action
Search or write
- Search For
  Required
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.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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