Proposify Help & Support

What Proposify Triggers and Actions are Supported?

Supported Triggers#

  • Proposal Won - Triggers when a proposal is accepted by a client.
  • Client Commented on a Proposal - Triggers when a client has left a comment on the client view.
  • Proposal Viewed - Triggers when a proposal is viewed by a client.
  • Proposal Reminder Sent - Triggers when a proposal reminder is sent or marked as sent by a user.
  • Client Created - Triggers when a user creates a new client.
  • Proposal Sent - Triggers when a proposal is sent or marked as sent by a user.
  • Proposal Signed - Triggers when a proposal is signed by a client.
  • Proposal Lost - Triggers when a Proposal is declined by a client.
  • Proposal Created - Triggers when a proposal is created.

Supported Searches#

  • None yet!

Supported Actions#

  • Create Client - Creates a new client.
  • Create Proposal - Creates a new proposal.
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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:

  1. Log into your Proposify account.
  2. Click on your "Integrations" on the left hand menu
  3. Select "Zapier"
  4. 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

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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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