Proposify Help & Support

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:

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

Share Proposify won proposals in Slack
Proposify + Slack
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Save Proposify won proposals to Dropbox
Proposify + Dropbox
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Create Teamwork projects from won proposals in Proposify
Proposify + Teamwork Projects
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Turn Pipedrive people into Proposify clients
Pipedrive + Proposify
Try It
Share new Proposify proposals in Slack
Proposify + Slack
Try It
Create proposals in Proposify for new stages in Pipedrive deals
Pipedrive + Proposify
Try It

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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