Proposify Help & Support

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.

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

Next, you'll be asked to enter your 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"

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

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

Popular Things To Do With Proposify

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