Proposify

Proposify Integrations

  • Create Proposify proposals from new Wufoo form entries

    One of the easiest ways to generate leads for your business is by putting a form on your website. This integration makes it easy to take leads from a Wufoo form on your site and create new proposals automatically in Proposify.

    How It Works

    1. Someone fills out the Wufoo form on your site
    2. Zapier automatically creates a proposal in Proposify

    What You Need

    • Wufoo account
    • Proposify account with owner privileges
  • Create Proposify clients from new Podio contacts

    Want to bring all your contacts created on Podio into Proposify? This integration makes it easy! Once active it will take any new contacts you've made in Podio and create clients in Proposify.

    How It Works

    1. Add a new contact to your Podio app
    2. Zapier automatically creates a new Proposify client in your account

    What You Need

    • Podio account
    • Proposify account with owner privileges
  • Create Insightly tasks from new Proposify proposals

    Insightly is a great tool for managing your clients and opportunities. With this Zapier integration you can have both your Insightly and Proposify work in tandem by automatically generating new Insightly tasks from Proposify proposals.

    How It Works

    1. You create a new proposal in Proposify
    2. Zapier automatically creates a task for you in Insightly

    What You Need

    • Proposify account with owner privileges
    • Insightly account
  • Post Hipchat messages when Proposify proposals are lost

    With the power of Zapier at your beck and call, your entire team can be notified the moment a client declines any of your proposals. After setting up this integration, Zapier will automatically send a message to your Hipchat room of choice any time one of your proposals is declined or marked as lost by a team member.

    How It Works

    1. A client declines a proposal in Proposify
    2. Zapier automatically posts the contents of the message into Hipchat

    What You Need

    • Proposify account with owner privileges
    • Hipchat account with an admin token
  • Request HelloSign signatures from won Proposify proposals

    Getting digital signatures on your proposal is now more easy with HelloSign get digital signatures on your proposals. This Zapier integration can help by automatically letting you request signatures for your documents from HelloSign whenever you win a Proposify proposal. You'll never have to manually send out a document for signature again.

    How This HelloSign-Proposify Integration Works

    1. Your client accepts a proposal in your Proposify account
    2. Zapier automatically requests a new signature from HelloSign

    What You Need

    • Proposify account with owner privileges
    • HelloSign account
  • Create Asana projects from won Proposify proposals

    Ready to work on that project now that the proposal is won? This integration makes it easy to set up a new Asana project for every new won Proposify proposal. Once active, It will create a project on your Asana account from newly won proposals in Proposify.

    How It Works

    1. Win or mark as won a proposal in Proposify
    2. Zapier automatically creates a new project in Asana

    What You Need

    • Proposify account with owner privileges
    • Asana account
  • Create Proposify clients from new Insightly contacts

    Insightly is a great tool for managing your clients and opportunities. Want a simple way to bring new Insightly contacts into Proposify? This integration makes it easy to take any new contacts you've made in Insightly and create clients in Proposify.

    How It Works

    1. Add a new contact to Insightly
    2. Zapier automatically creates a new Proposify client in your account

    What You Need

    • Insightly account
    • Proposify account with owner privileges
  • Create Contractbook contracts from won Proposify proposals

    When you win a Proposify proposal, you don't need to spend time manually creating and sending contracts. Let this Zap automate that work for you. With this integration, you can automatically send contracts to won proposals in Proposify, and move on to winning the next one!

    How this Proposify-Contractbook integration works

    1. A proposal in Proposify is marked as Won
    2. Zapier creates a new contract in Contractbook

    Apps involved

    • Proposify
    • Contractbook
  • Create Active Campaign deals from new Proposify proposals

    You're one step closer to closing your deal in Proposify. Now you want to integrate those created proposals into your Active Campaign account? No problem, we've got you covered. With this Zapier integration it's quick and easy to merge your deals in Active Campaign by automatically generating new Active Campaign deals from new Proposify proposals as they come up

    Note: This Zapier integration doesn't import already created Proposify proposals into Active Campaign, only new proposals after you've set it up.

    How This Proposify-Active Campaign Integration Works

    1. A new proposal is created in Proposify
    2. Zapier automatically creates a deal for you in Active Campaign

    Apps involved

    • Proposify account with owner privileges
    • Active Campaign
  • Create new Agile CRM contacts from new Proposify proposals

    Agile CRM is a great tool for managing your contacts, as well as your marketing automation and analytics. With this Zapier integration, it's quick and easy to integrate your contacts into Agile CRM from a Proposify proposal! Just set up this Zap, and whenever you make a Proposify proposal, Zapier will copy the contact details and add that potential client to your Agile CRM account where you can track everyone who you're working with, automatically.

    Note: This Zapier integration doesn't import already created Proposify proposals into Agile CRM, only new proposals after you've set it up.

    How this Proposify-Agile CRM integration works

    1. You create a new proposal in Proposify
    2. Zapier automatically creates a contact for you in Agile CRM

    Apps involved

    • Proposify
    • Agile CRM
  • Send new Slack messages for newly won Proposify proposals

    Want to be notified in Slack when your Proposify proposal is won? Of course you do! How else will you know to celebrate? This integration won't let you skip a beat when it comes to won proposals. It allows Proposify to send the good news and post it to the Slack channel of your choice automatically.

    How this Proposify-Slack iuntegration works

    1. A proposal is won in Proposify
    2. Zapier automatically posts the news into the Slack channel of your choice

    Apps involved

    • Proposify
    • Slack
  • Send new Slack messages when a Proposify proposals are viewed

    With the power of Zapier at your beck and call, finally your entire team can be notified the moment a client views any of your proposals. After setting up this Zap, Zapier will automatically send a message to your Slack channel of choice any time your client opens up your proposal. You'll know when a proposal is that much closer to being signed!

    Note: This Zapier integration doesn't import already viewed Proposify proposals into Slack, only new proposals after you've set it up.

    How this Slack-Proposify integration works

    1. A client views a proposal in Proposify
    2. Zapier automatically posts a notification in Slack

    Apps involved

    • Proposify
    • Slack
  • Send Slack messages for lost Proposify proposals

    It's never fun to miss out on a deal, but hearing about it sooner than later helps you dust yourself off and get back in the game. Keep yourself, or your team, up to date by receiving notifications in your Slack channels if a Proposify proposal is lost. Use this Zap to automatically send Slack messages when proposals are marked as lost in Proposify.

    Note: This Zapier integration doesn't send previously lost notifications to Slack, only newly lost proposals after you've set it up

    How this Slack-Proposify integration works

    1. A proposal is lost in Proposify
    2. Zapier automatically posts the news into the Slack channel of your choice

    Apps involved

    • Proposify
    • Slack
  • Create new Proposify clients from new Typeform form entries

    Typeform is a key tool in your digital tool belt and Proposify is your go-to software for closing those ever flowing deals. Together they create an unbeatable team. With this Zapier integration, you can now create new Proposify clients from entries made in Typeform. Just build a Typeform form, and whenever it's filled out, Zapier will use that data to add new clients to your Proposify account.

    Note: This Zapier integration doesn't import already created entries from Typeform into Proposify, only new entries after you've set it up.

    How this Typeform-Proposify integration works

    1. You create a new entry in Typeform
    2. Zapier automatically creates a client for you in Proposify

    Apps involved

    • Typeform
    • Proposify
  • Create new QuickBooks Online customers from newly won Proposify proposals

    Together Proposify and Quickbooks create a proposal dream team for your company. You can share new proposals with your leads, and then add their contact details to QuickBooks for accounting when you win a deal. With this Zapier integration, you can automate it. Zapier can automatically create customers from won proposals created in Proposify so you never have to copy and paste data again.

    Note: This Zapier integration doesn't import already created Proposify proposals into QuickBooks Online, only new proposals after you've set it up.

    How this Proposify-QuickBooks Online integration works

    1. A new proposal is won in Proposify
    2. Zapier automatically creates a customer for you in QuickBooks Online.

    Apps involved

    • Proposify
    • QuickBooks Online
  • Create Close.io leads from new Proposify proposals

    Close.io gives you a crisp and clear overview of your leads, calls, tasks and reminders. With this Zapier integration you can have your Close.io leads merged with Proposify. Set it up, and Zapier will automatically generating new Close.io leads from your Proposify proposals.

    Note: This Zapier integration doesn't import already created Proposify proposals into Close.io, only new proposals after you've set it up.

    How This Proposify-Close.io Integration Works

    1. You create a new proposal in Proposify
    2. Zapier automatically creates a new lead for you in Close.io

    Apps involved

    • Proposify account with owner privileges
    • Close.io account
  • Create Nimble tasks for new Proposify proposals

    Managing your contacts and tasks in Nimble? With this Zapier integration, you can have your Nimble CRM and Proposify work in tandem by automatically generating Nimble tasks from new Proposify proposals. That way you'll never forget to followup after sending a new proposal to a client.

    Note: This Zapier integration doesn't import already created Proposify proposals into Nimble, only new proposals after you've set it up.

    How This Nimble-Proposify Integration Works

    1. You create a new proposal in Proposify
    2. Zapier automatically creates a task for you in Nimble

    Apps involved

    • Proposify account with owner privileges
    • Nimble account
  • Send new Slack messages when Proposify clients comment on proposals

    All your important info ends up coming up in your chat channels, and client issues should be no different. This integration makes those easy to monitor: Once active, it will take a client's comments in Proposify and post them to the Slack channel of your choice so everyone on the team can keep up.

    Note: This Zapier integration doesn't send already created client comments to Slack, only new comments after you've set it up.

    How this Proposify-Slack integration works

    1. A client posts a comment to a proposal in Proposify
    2. Zapier automatically posts the contents of the message into Slack

    Apps involved

    • Proposify 2
    • Slack
  • Add new Drift leads as Proposify contacts

    Want a simple way to turn new Drift leads into Proposify contacts? This integration makes it easy to take any new lead you've made in Drift and create them as a contact in Proposify.

    Note: This Zapier integration doesn't import already created contacts into Proposify, only new Drift leads after you've set it up.

    How this Drift-Proposify integration works

    1. A new lead is created in Drift when somebody writes into live chat and enters their email address
    2. Zapier adds that lead as a contact in Proposify

    Apps involved

    • Drift
    • Proposify
  • Create Agile CRM deals from new Proposify proposals

    Agile CRM is a great tool for managing your deals as well as your contacts. With this Zapier Proposify integration, it's quick and easy to integrate your deals into Agile CRM from new Proposify proposals. Just set this up, and Zapier will make a new Agile CRM deal whenever you create a new Proposify proposal.

    Note: This Zapier integration doesn't import already created Proposify proposals into Agile CRM, only new proposals after you've set it up.

    How this Agile CRM-Proposify integration works

    1. You create a new proposal in Proposify.
    2. Zapier automatically creates a deal for you in Agile CRM.

    Apps involved

    • Proposify
    • Agile CRM

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Proposify Integration Details

Launched on Zapier March 19, 2018

Zapier combines Triggers (like "Proposal Won") and Actions (like "Create Client") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Proposify Triggers, Searches, and Actions are supported by Zapier:

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 Created

Triggers when a proposal is created.

Proposal Viewed

Triggers when a proposal is viewed by a client.

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.

Create Client

Creates a new client.

Create Proposal

Creates a new proposal.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Streamline your proposals in the cloud with designer-friendly proposal software.