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Proposify Integrations

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Integrate Slack with Proposify

Slack

Team Chat

6 Zap templates

Integrate ActiveCampaign with Proposify

ActiveCampaign

Marketing Automation

1 Zap template

Integrate Pipedrive with Proposify

Pipedrive

CRM (Customer Relationship Management)

3 Zap templates

Integrate Google Drive with Proposify

Google Drive

File Management & Storage +1File Management & Storage, Google

1 Zap template

Integrate Google Sheets with Proposify

Google Sheets

Google +1Google, Spreadsheets

1 Zap template

Integrate Asana with Proposify

Asana

Project Management

2 Zap templates

Integrate Infusionsoft by Keap with Proposify

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium

1 Zap template

Integrate QuickBooks Online with Proposify

QuickBooks Online

Accounting +1Accounting, Premium

1 Zap template

Integrate Gmail with Proposify

Gmail

Email +1Email, Google

1 Zap template

Integrate Wufoo with Proposify

Wufoo

Forms & Surveys

2 Zap templates

Integrate SharpSpring with Proposify

SharpSpring

Marketing Automation
Integrate Zoho CRM with Proposify

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Mailchimp with Proposify

Mailchimp

Email Newsletters
Integrate Xero with Proposify

Xero

Accounting +1Accounting, Premium
Integrate Salesforce with Proposify

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Airtable with Proposify

Airtable

Databases
Integrate Insightly with Proposify

Insightly

CRM (Customer Relationship Management)

2 Zap templates

Integrate Wave with Proposify

Wave

Accounting
Integrate Trello with Proposify

Trello

Project Management
Integrate Basecamp 3 with Proposify

Basecamp 3

Project Management
Integrate Gravity Forms with Proposify

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Copper with Proposify

Copper

CRM (Customer Relationship Management)

1 Zap template

Integrate ClickUp with Proposify

ClickUp

Project Management
Integrate HubSpot with Proposify

HubSpot

Marketing Automation

3 Zap templates

Integrate Google Forms with Proposify

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Podio with Proposify

Podio

Project Management

2 Zap templates

Integrate Teamwork with Proposify

Teamwork

Project Management

1 Zap template

Integrate Dropbox with Proposify

Dropbox

File Management & Storage

1 Zap template

Integrate Microsoft Teams with Proposify

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate HighLevel with Proposify

HighLevel

Marketing Automation
Integrate Stripe with Proposify

Stripe

Payment Processing
Integrate Agile CRM with Proposify

Agile CRM

CRM (Customer Relationship Management)

2 Zap templates

Integrate Harvest with Proposify

Harvest

Time Tracking Software
Integrate Freshsales with Proposify

Freshsales

CRM (Customer Relationship Management)
Integrate Microsoft Excel with Proposify

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Typeform with Proposify

Typeform

Forms & Surveys

1 Zap template

Integrate Calendly with Proposify

Calendly

Scheduling & Booking
Integrate Spiro with Proposify

Spiro

CRM (Customer Relationship Management)
Integrate Zendesk Sell with Proposify

Zendesk Sell

CRM (Customer Relationship Management)
Integrate Google Calendar with Proposify

Google Calendar

Calendar +1Calendar, Google
Integrate JotForm with Proposify

JotForm

Forms & Surveys
Integrate Microsoft Office 365 with Proposify

Microsoft Office 365

Email +1Email, Microsoft
Integrate Streak with Proposify

Streak

CRM (Customer Relationship Management)
Integrate ConnectWise Manage with Proposify

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate Accelo with Proposify

Accelo

Project Management

1 Zap template

Integrate Drip with Proposify

Drip

Drip Emails
Integrate Close with Proposify

Close

CRM (Customer Relationship Management)

1 Zap template

Integrate Google Docs with Proposify

Google Docs

Documents +1Documents, Google
Integrate FreshBooks New with Proposify

FreshBooks New

Accounting
Integrate Front with Proposify

Front

Email
Integrate ClickFunnels with Proposify

ClickFunnels

Marketing Automation
Integrate HelloSign with Proposify

HelloSign

Signatures

1 Zap template

Integrate Microsoft Outlook with Proposify

Microsoft Outlook

Email +1Email, Microsoft
Integrate Campaign Monitor with Proposify

Campaign Monitor

Email Newsletters
Integrate Ontraport with Proposify

Ontraport

Marketing Automation
Integrate Nimble with Proposify

Nimble

CRM (Customer Relationship Management)

1 Zap template

Integrate Cognito Forms with Proposify

Cognito Forms

Forms & Surveys
Integrate Microsoft Dynamics 365 CRM with Proposify

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Microsoft, Premium
Integrate Vtiger CRM with Proposify

Vtiger CRM

CRM (Customer Relationship Management)
Integrate ProWorkflow with Proposify

ProWorkflow

Project Management
Integrate monday.com with Proposify

monday.com

Project Management
Integrate Pipefy with Proposify

Pipefy

Project Management
Integrate Google Slides with Proposify

Google Slides

Documents +1Documents, Google
Integrate Help Scout with Proposify

Help Scout

Customer Support
Integrate Wrike with Proposify

Wrike

Project Management
Integrate Knack with Proposify

Knack

Databases
Integrate noCRM.io with Proposify

noCRM.io

CRM (Customer Relationship Management)

1 Zap template

Integrate Autotask with Proposify

Autotask

CRM (Customer Relationship Management)
Integrate Intercom with Proposify

Intercom

Customer Support
Integrate DocuSign with Proposify

DocuSign

Signatures
Integrate FreshBooks Classic with Proposify

FreshBooks Classic

Accounting
Integrate Zoho Books with Proposify

Zoho Books

Accounting +1Accounting, Zoho
Integrate Invoice Ninja with Proposify

Invoice Ninja

Proposal & Invoice Management
Integrate Salesflare with Proposify

Salesflare

CRM (Customer Relationship Management)
Integrate WHMCS with Proposify

WHMCS

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Salesmate with Proposify

Salesmate

CRM (Customer Relationship Management)

1 Zap template

Integrate Google Contacts with Proposify

Google Contacts

Contact Management +1Contact Management, Google

1 Zap template

Integrate ConvertKit with Proposify

ConvertKit

Drip Emails
Integrate Databox with Proposify

Databox

Dashboards
Integrate Zoho Invoice with Proposify

Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho

1 Zap template

Integrate Lob with Proposify

Lob

Printing
Integrate Clio with Proposify

Clio

CRM (Customer Relationship Management)
Integrate JobNimbus with Proposify

JobNimbus

CRM (Customer Relationship Management)
Integrate Canopy with Proposify

Canopy

Accounting +1Accounting, Beta
Integrate ManyChat with Proposify

ManyChat

Social Media Marketing
Integrate Squarespace with Proposify

Squarespace

Forms & Surveys
Integrate Zendesk with Proposify

Zendesk

Customer Support +1Customer Support, Premium
Integrate Toggl with Proposify

Toggl

Time Tracking Software
Integrate PayPal with Proposify

PayPal

Payment Processing +1Payment Processing, Premium
Integrate Square with Proposify

Square

Payment Processing
Integrate Coda with Proposify

Coda

Documents
Integrate amoCRM with Proposify

amoCRM

CRM (Customer Relationship Management)
Integrate ServiceM8 with Proposify

ServiceM8

Scheduling & Booking
Integrate amoCRM (Legacy) with Proposify

amoCRM (Legacy)

CRM (Customer Relationship Management)
Integrate Twilio with Proposify

Twilio

Phone & SMS
Integrate ClickSend SMS with Proposify

ClickSend SMS

Phone & SMS
Integrate Chargebee with Proposify

Chargebee

Payment Processing
Integrate Process Street with Proposify

Process Street

Product Management
Integrate MobileMonkey with Proposify

MobileMonkey

Marketing Automation
Integrate Cloze with Proposify

Cloze

CRM (Customer Relationship Management)
Integrate Scoro with Proposify

Scoro

Project Management
Integrate Avaza with Proposify

Avaza

Project Management
Integrate Teamleader with Proposify

Teamleader

CRM (Customer Relationship Management)
Integrate SurveyMonkey with Proposify

SurveyMonkey

Forms & Surveys
Integrate OneDrive with Proposify

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Dubsado with Proposify

Dubsado

CRM (Customer Relationship Management)
Integrate Autopilot with Proposify

Autopilot

Marketing Automation
Integrate Paperform with Proposify

Paperform

Forms & Surveys
Integrate Slybroadcast with Proposify

Slybroadcast

Phone & SMS
Integrate Daylite with Proposify

Daylite

CRM (Customer Relationship Management)
Integrate Contactually with Proposify

Contactually

CRM (Customer Relationship Management)
Integrate Myphoner with Proposify

Myphoner

Call Tracking
Integrate Moneybird with Proposify

Moneybird

Accounting
Integrate Acuity Scheduling with Proposify

Acuity Scheduling

Scheduling & Booking
Integrate Shopify with Proposify

Shopify

eCommerce +1eCommerce, Premium
Integrate Webflow with Proposify

Webflow

Website Builders
Integrate Smartsheet with Proposify

Smartsheet

Spreadsheets
Integrate Google Analytics with Proposify

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate Clockify with Proposify

Clockify

Time Tracking Software
Integrate Jira Software Server with Proposify

Jira Software Server

Project Management
Integrate Drift with Proposify

Drift

Customer Support

1 Zap template

Integrate Capsule CRM with Proposify

Capsule CRM

CRM (Customer Relationship Management)
Integrate Bonjoro with Proposify

Bonjoro

Customer Appreciation
Integrate SendPulse with Proposify

SendPulse

Email Newsletters
Integrate ServiceTrade with Proposify

ServiceTrade

Scheduling & Booking
Integrate Aero Workflow with Proposify

Aero Workflow

Accounting
Integrate Kayako with Proposify

Kayako

Customer Support
Integrate FreeAgent with Proposify

FreeAgent

Accounting
Integrate Skedda with Proposify

Skedda

Scheduling & Booking
Integrate Teamwork CRM with Proposify

Teamwork CRM

Beta +1Beta, CRM (Customer Relationship Management)
Integrate Discord with Proposify

Discord

Team Chat
Integrate ScheduleOnce with Proposify

ScheduleOnce

Scheduling & Booking
Integrate MySQL with Proposify

MySQL

Databases +1Databases, Premium
Integrate SQL Server with Proposify

SQL Server

Databases +1Databases, Premium
Integrate Miro with Proposify

Miro

Team Collaboration
Integrate Zoom with Proposify

Zoom

Video Conferencing
Integrate Box with Proposify

Box

File Management & Storage
Integrate Bitly with Proposify

Bitly

URL Shortener
Integrate PipelineDeals with Proposify

PipelineDeals

CRM (Customer Relationship Management)
Integrate Zoho Projects with Proposify

Zoho Projects

Project Management +1Project Management, Zoho
Integrate SugarCRM 6.2-5 with Proposify

SugarCRM 6.2-5

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate EngageBay Marketing with Proposify

EngageBay Marketing

Marketing Automation
Integrate Geckoboard with Proposify

Geckoboard

Dashboards
Integrate Jira Software Cloud with Proposify

Jira Software Cloud

Project Management
Integrate Plutio with Proposify

Plutio

Beta +1Beta, Project Management
Integrate Dasheroo with Proposify

Dasheroo

Dashboards
Integrate Wix Automations with Proposify

Wix Automations

CRM (Customer Relationship Management)
Integrate Syncro MSP with Proposify

Syncro MSP

CRM (Customer Relationship Management)
Integrate Zoho Subscriptions with Proposify

Zoho Subscriptions

Payment Processing +1Payment Processing, Zoho
Integrate Unbounce with Proposify

Unbounce

Forms & Surveys
Integrate Leadpages with Proposify

Leadpages

Forms & Surveys
Integrate AWeber with Proposify

AWeber

Email Newsletters
Integrate Kartra with Proposify

Kartra

Marketing Automation
Integrate Mailparser with Proposify

Mailparser

Email
Integrate Zoho Forms with Proposify

Zoho Forms

Forms & Surveys +1Forms & Surveys, Zoho
Integrate Pardot with Proposify

Pardot

Marketing Automation +1Marketing Automation, Premium
Integrate Formidable Forms with Proposify

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Google Hangouts Chat with Proposify

Google Hangouts Chat

Google +1Google, Team Chat
Integrate Sendy with Proposify

Sendy

Email Newsletters
Integrate SimpleTexting with Proposify

SimpleTexting

Phone & SMS
Integrate Quotient with Proposify

Quotient

Proposal & Invoice Management
Integrate Citrix ShareFile with Proposify

Citrix ShareFile

File Management & Storage
Integrate SuiteDash with Proposify

SuiteDash

Project Management
Integrate Ninox with Proposify

Ninox

Databases
Integrate Twist with Proposify

Twist

Team Chat
Integrate CompanyCam with Proposify

CompanyCam

Images & Design
Integrate Handwrytten with Proposify

Handwrytten

Customer Appreciation

1 Zap template

Integrate CallFire with Proposify

CallFire

Phone & SMS
Integrate Mews with Proposify

Mews

Product Management
Integrate Invoiced with Proposify

Invoiced

Accounting
Integrate Quick Base with Proposify

Quick Base

Databases +1Databases, Premium
Integrate Constant Contact with Proposify

Constant Contact

Email Newsletters
Integrate Formstack with Proposify

Formstack

Forms & Surveys
Integrate PDFfiller with Proposify

PDFfiller

Documents
Integrate Revue with Proposify

Revue

Email Newsletters
Integrate Bark with Proposify

Bark

CRM (Customer Relationship Management)
Integrate bexio with Proposify

bexio

Accounting
Integrate AgencyZoom with Proposify

AgencyZoom

Beta +1Beta, CRM (Customer Relationship Management)
Integrate simPRO with Proposify

simPRO

Project Management
Integrate Harpoon with Proposify

Harpoon

Beta +1Beta, Time Tracking Software
Integrate Outgrow with Proposify

Outgrow

Forms & Surveys
Integrate Flock with Proposify

Flock

Team Chat
Integrate Roll with Proposify

Roll

Project Management
Integrate Streamtime with Proposify

Streamtime

Time Tracking Software
Integrate Better Proposals with Proposify

Better Proposals

Proposal & Invoice Management
Integrate Twitter with Proposify

Twitter

Social Media Accounts
Integrate Facebook Lead Ads with Proposify

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Facebook Pages with Proposify

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Todoist with Proposify

Todoist

Task Management
Integrate Evernote with Proposify

Evernote

Notes
Integrate MailerLite with Proposify

MailerLite

Email Newsletters
Integrate LinkedIn with Proposify

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Teachable with Proposify

Teachable

Online Courses
Integrate WooCommerce with Proposify

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate Sendinblue with Proposify

Sendinblue

Email Newsletters
Integrate Klaviyo with Proposify

Klaviyo

Marketing Automation
Integrate WPForms with Proposify

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Freshdesk with Proposify

Freshdesk

Customer Support
Integrate Ninja Forms with Proposify

Ninja Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Google Cloud Print with Proposify

Google Cloud Print

Devices +1Devices, Google
Integrate RD Station with Proposify

RD Station

Marketing Automation
Integrate MeisterTask with Proposify

MeisterTask

Project Management
Integrate OneNote with Proposify

OneNote

Microsoft +1Microsoft, Notes
Integrate Facebook Custom Audiences with Proposify

Facebook Custom Audiences

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate YouCanBook.Me with Proposify

YouCanBook.Me

Scheduling & Booking
Integrate Mailgun with Proposify

Mailgun

Transactional Email
Integrate Instapage with Proposify

Instapage

Forms & Surveys
Integrate SendGrid with Proposify

SendGrid

Transactional Email
Integrate Formstack Documents with Proposify

Formstack Documents

Documents
Integrate Mandrill with Proposify

Mandrill

Transactional Email
Integrate TextMagic with Proposify

TextMagic

Phone & SMS
Integrate Mautic with Proposify

Mautic

Marketing Automation
Integrate Landbot with Proposify

Landbot

Marketing Automation
Integrate SignRequest with Proposify

SignRequest

Signatures
Integrate lexoffice with Proposify

lexoffice

Accounting
Integrate 123FormBuilder with Proposify

123FormBuilder

Forms & Surveys
Integrate Azure DevOps with Proposify

Azure DevOps

Developer Tools +1Developer Tools, Microsoft
Integrate LionDesk with Proposify

LionDesk

CRM (Customer Relationship Management)
Integrate Formsite with Proposify

Formsite

Forms & Surveys
Integrate Clearbit with Proposify

Clearbit

Contact Management
Integrate Wealthbox CRM with Proposify

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate LinkedIn Lead Gen Forms with Proposify

LinkedIn Lead Gen Forms

Ads & Conversion +2Ads & Conversion, Microsoft, Premium
Integrate BoomTown with Proposify

BoomTown

CRM (Customer Relationship Management)
Integrate Contacts+ with Proposify

Contacts+

Contact Management
Integrate Basecamp 2 with Proposify

Basecamp 2

Project Management
Integrate Highrise with Proposify

Highrise

CRM (Customer Relationship Management)
Integrate Nutshell with Proposify

Nutshell

CRM (Customer Relationship Management)
Integrate Jobber with Proposify

Jobber

Scheduling & Booking
Integrate DocSend with Proposify

DocSend

Ads & Conversion
Integrate Braintree with Proposify

Braintree

Payment Processing
Integrate Microsoft Exchange with Proposify

Microsoft Exchange

Email +1Email, Microsoft
Integrate OnePageCRM with Proposify

OnePageCRM

CRM (Customer Relationship Management)
Integrate Docupilot with Proposify

Docupilot

Documents
Integrate AWS Lambda with Proposify

AWS Lambda

Amazon +2Amazon, Developer Tools, Premium
Integrate Thryv with Proposify

Thryv

CRM (Customer Relationship Management)
Integrate Freedcamp with Proposify

Freedcamp

Project Management
Integrate KiSSFLOW with Proposify

KiSSFLOW

Product Management
Integrate Zoho Cliq with Proposify

Zoho Cliq

Website Builders
Integrate GetProspect with Proposify

GetProspect

Contact Management
Integrate Gist with Proposify

Gist

Customer Support
Integrate Odoo ERP Self Hosted with Proposify

Odoo ERP Self Hosted

CRM (Customer Relationship Management)
Integrate Agendor with Proposify

Agendor

CRM (Customer Relationship Management)

1 Zap template

Integrate MindManager with Proposify

MindManager

Documents
Integrate Quip with Proposify

Quip

Documents
Integrate App Status by Zapier with Proposify

App Status by Zapier

Developer Tools +1Developer Tools, Zapier
Integrate Klipfolio with Proposify

Klipfolio

Dashboards
Integrate Pixifi with Proposify

Pixifi

Event Management
Integrate SurveySparrow with Proposify

SurveySparrow

Forms & Surveys
Integrate Amazon DynamoDB with Proposify

Amazon DynamoDB

Amazon +2Amazon, Databases, Premium

Connect Proposify to 2,000+ Apps

  • Share Proposify won proposals in Slack

    Proposify + Slack

  • Save Proposify won proposals to Dropbox

    Proposify + Dropbox

  • Create Teamwork projects from won proposals in Proposify

    Proposify + Teamwork

  • Turn Pipedrive people into Proposify clients

    Pipedrive + Proposify

  • Share new Proposify proposals in Slack

    Proposify + Slack

Proposify Integration Details

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

Triggers

InstantClient Commented on a Proposal

Triggers when a client has left a comment on the client view.

InstantProposal Won

Triggers when a proposal is accepted by a client.

InstantProposal Lost

Triggers when a Proposal is declined by a client.

InstantProposal Signed

Triggers when a proposal is signed by a client.

InstantProposal Reminder Sent

Triggers when a proposal reminder is sent or marked as sent by a user.

InstantProposal Created

Triggers when a proposal is created.

InstantClient Created

Triggers when a user creates a new client.

InstantProposal Sent

Triggers when a proposal is sent or marked as sent by a user.

InstantProposal Viewed

Triggers when a proposal is viewed by a client.

Actions

Create Client

Creates a new client.

Create Proposal

Creates a new proposal.

Connect Proposify to 2,000+ Apps