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Proposify Integrations

Proposal & Invoice Management

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Integrate Slack with ProposifyIntegrate Slack with Proposify

Slack

Team Chat
Integrate Formatter by Zapier with ProposifyIntegrate Formatter by Zapier with Proposify

Formatter by Zapier

Documents, Zapier
Integrate Google Drive with ProposifyIntegrate Google Drive with Proposify

Google Drive

File Management & Storage, Google
Integrate ActiveCampaign with ProposifyIntegrate ActiveCampaign with Proposify

ActiveCampaign

Marketing Automation
Integrate Google Sheets with ProposifyIntegrate Google Sheets with Proposify

Google Sheets

Google, Spreadsheets
Integrate Pipedrive with ProposifyIntegrate Pipedrive with Proposify

Pipedrive

CRM (Customer Relationship Management)
Integrate Filter by Zapier with ProposifyIntegrate Filter by Zapier with Proposify

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with ProposifyIntegrate Paths by Zapier with Proposify

Paths by Zapier

Developer Tools, Zapier
Integrate HubSpot with ProposifyIntegrate HubSpot with Proposify

HubSpot

Marketing Automation
Integrate Slack with ProposifyIntegrate Slack with Proposify

Slack

Team Chat
Integrate Formatter by Zapier with ProposifyIntegrate Formatter by Zapier with Proposify

Formatter by Zapier

Documents, Zapier
Integrate Google Drive with ProposifyIntegrate Google Drive with Proposify

Google Drive

File Management & Storage, Google
Integrate ActiveCampaign with ProposifyIntegrate ActiveCampaign with Proposify

ActiveCampaign

Marketing Automation
Integrate Google Sheets with ProposifyIntegrate Google Sheets with Proposify

Google Sheets

Google, Spreadsheets
Integrate Pipedrive with ProposifyIntegrate Pipedrive with Proposify

Pipedrive

CRM (Customer Relationship Management)
Integrate Slack with ProposifyIntegrate Slack with Proposify

Slack

Team Chat
Integrate Formatter by Zapier with ProposifyIntegrate Formatter by Zapier with Proposify

Formatter by Zapier

Documents, Zapier
Integrate Google Drive with ProposifyIntegrate Google Drive with Proposify

Google Drive

File Management & Storage, Google
Integrate ActiveCampaign with ProposifyIntegrate ActiveCampaign with Proposify

ActiveCampaign

Marketing Automation
Integrate Google Sheets with ProposifyIntegrate Google Sheets with Proposify

Google Sheets

Google, Spreadsheets
Integrate Pipedrive with ProposifyIntegrate Pipedrive with Proposify

Pipedrive

CRM (Customer Relationship Management)
Integrate Filter by Zapier with ProposifyIntegrate Filter by Zapier with Proposify

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with ProposifyIntegrate Paths by Zapier with Proposify

Paths by Zapier

Developer Tools, Zapier
Integrate HubSpot with ProposifyIntegrate HubSpot with Proposify

HubSpot

Marketing Automation

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Quickly automate Proposify integrations with Zapier's templates

  • Send new Slack messages for newly won Proposify proposals

    Details
    • Proposify logo
    • Slack logo
    Proposify + Slack
  • Share Proposify won proposals in Slack

    • Proposify logo
    • Slack logo
    Proposify + Slack
  • Save Proposify won proposals to Dropbox

    • Proposify logo
    • Dropbox logo
    Proposify + Dropbox
  • Create new QuickBooks Online customers from newly won Proposify proposals

    Premium
    Details
    • Proposify logo
    • QuickBooks Online logo
    Proposify + QuickBooks Online
  • Create PDFs in Google Drive from won Proposify proposals

    • Proposify logo
    • Google Drive logo
    Proposify + Google Drive
  • Create Proposify proposals from new HubSpot form entries

    • HubSpot logo
    • Proposify logo
    HubSpot + Proposify
  • Share Proposify won proposals via Gmail emails

    • Proposify logo
    • Gmail logo
    Proposify + Gmail
  • Create Teamwork projects from won proposals in Proposify

    • Proposify logo
    • Teamwork logo
    Proposify + Teamwork

Send new Slack messages for newly won Proposify proposals

Try it
  • Proposify logo
  • Slack logo
Proposify + Slack

Share Proposify won proposals in Slack

  • Proposify logo
  • Slack logo
Proposify + Slack

Save Proposify won proposals to Dropbox

  • Proposify logo
  • Dropbox logo
Proposify + Dropbox

Create new QuickBooks Online customers from newly won Proposify proposals

Premium
Details
  • Proposify logo
  • QuickBooks Online logo
Proposify + QuickBooks Online

Create PDFs in Google Drive from won Proposify proposals

  • Proposify logo
  • Google Drive logo
Proposify + Google Drive

Create Proposify proposals from new HubSpot form entries

  • HubSpot logo
  • Proposify logo
HubSpot + Proposify

Share Proposify won proposals via Gmail emails

  • Proposify logo
  • Gmail logo
Proposify + Gmail

Create Teamwork projects from won proposals in Proposify

  • Proposify logo
  • Teamwork logo
Proposify + Teamwork

Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

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

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

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

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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About Proposify

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

Related categories

  • Proposal & Invoice Management

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