Proposify Integrations

Proposal & Invoice Management

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Slack

Team Chat

Google Drive

File Management & Storage, Google

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Documents, Zapier

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

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Developer Tools, Zapier

HubSpot

Marketing Automation

Asana

Project Management

Slack

Team Chat

Google Drive

File Management & Storage, Google

Formatter by Zapier

Documents, Zapier

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Slack

Team Chat

Google Drive

File Management & Storage, Google

Formatter by Zapier

Documents, Zapier

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Popular ways to use Proposify workflows

Share Proposify won proposals in Slack
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Proposify + Slack
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When this happens
Step 1: Proposal Won
Then do this
Step 2: Send Channel Message
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Share Proposify won proposals in Slack
Share Proposify won proposals in Slack
Proposify + Slack
Save Proposify won proposals to Dropbox
Try it
Proposify + Dropbox
More details
When this happens
Step 1: Proposal Won
Then do this
Step 2: Upload File
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Save Proposify won proposals to Dropbox
Save Proposify won proposals to Dropbox
Proposify + Dropbox
Create Teamwork projects from won proposals in Proposify
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Proposify + Teamwork
More details
When this happens
Step 1: Proposal Won
Then do this
Step 2: Create Project
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Create Teamwork projects from won proposals in Proposify
Create Teamwork projects from won proposals in Proposify
Proposify + Teamwork
Turn Pipedrive people into Proposify clients
Try it
Pipedrive + Proposify
More details
When this happens
Step 1: New Person
Then do this
Step 2: Create Client
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Turn Pipedrive people into Proposify clients
Turn Pipedrive people into Proposify clients
Pipedrive + Proposify
Share new Proposify proposals in Slack
Try it
Proposify + Slack
More details
When this happens
Step 1: Proposal Created
Then do this
Step 2: Send Channel Message
See Zap details Try it
Share new Proposify proposals in Slack
Share new Proposify proposals in Slack
Proposify + Slack
Create proposals in Proposify for new stages in Pipedrive deals
Try it
Pipedrive + Proposify
More details
When this happens
Step 1: Deal Matching Filter
Then do this
Step 2: Create Proposal
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Create proposals in Proposify for new stages in Pipedrive deals
Create proposals in Proposify for new stages in Pipedrive deals
Pipedrive + Proposify
Share Proposify won proposals via Gmail emails
Try it
Proposify + Gmail
More details
When this happens
Step 1: Proposal Won
Then do this
Step 2: Send Email
See Zap details Try it
Share Proposify won proposals via Gmail emails
Share Proposify won proposals via Gmail emails
Proposify + Gmail
Turn HubSpot contacts into Proposify clients
Try it
HubSpot + Proposify
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Create Client
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Turn HubSpot contacts into Proposify clients
Turn HubSpot contacts into Proposify clients
HubSpot + Proposify

Supported triggers and actions

What does this mean?

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

About Proposify

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

Related categories

Proposal & Invoice Management

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Popular Proposify Integrations