Proposify

Proposify Help & Support

  • How to Get Started with Proposify on Zapier
  • Popular Things To Do With Proposify
  • Common Problems with Proposify on Zapier

How to Get Started with Proposify on Zapier

When you start creating a Proposify Zap, you will be asked to connect your Proposify account.

Click to connect Proposify

Next, you'll be asked to enter your Proposify API key.

Proposify API Key

To locate your API Key in your Proposify account, please follow these steps:

  • Log into your Proposify account.
  • Click on your "Integrations" on the left hand menu
  • Select "Zapier"
  • Click on "get my api key"

Proposify API Key in account

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your Proposify account will now be successfully connected.

Proposify connection successful

Popular Things To Do With Proposify

Popular Things To Do With Proposify

Share Proposify won proposals in Slack

Proposify + Slack

Try It

Save Proposify won proposals to Dropbox

Proposify + Dropbox

Create Teamwork projects from won proposals in Proposify

Proposify + Teamwork Projects

Turn Pipedrive people into Proposify clients

Pipedrive + Proposify

Share new Proposify proposals in Slack

Proposify + Slack

Create proposals in Proposify for new stages in Pipedrive deals

Pipedrive + Proposify

Common Problems with Proposify on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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