Proposify Integrations

Proposal & Invoice Management

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Slack

Team Chat

Formatter by Zapier

Documents, Zapier

Google Drive

File Management & Storage, Google

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

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Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Slack

Team Chat

Formatter by Zapier

Documents, Zapier

Google Drive

File Management & Storage, Google

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Slack

Team Chat

Formatter by Zapier

Documents, Zapier

Google Drive

File Management & Storage, Google

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

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Quickly automate Proposify integrations with Zapier's templates

Send new Slack messages for newly won Proposify proposals
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Proposify + Slack
Share Proposify won proposals in Slack
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Proposify + Slack
Save Proposify won proposals to Dropbox
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Proposify + Dropbox
Create new QuickBooks Online customers from newly won Proposify proposals
Premium
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Proposify + QuickBooks Online
Create PDFs in Google Drive from won Proposify proposals
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Proposify + Google Drive
Create Proposify proposals from new HubSpot form entries
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HubSpot + Proposify
Share Proposify won proposals via Gmail emails
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Proposify + Gmail

Create Teamwork projects from won proposals in Proposify
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Proposify + Teamwork

Send new Slack messages for newly won Proposify proposals

Proposify + Slack

Share Proposify won proposals in Slack

Proposify + Slack

Save Proposify won proposals to Dropbox

Proposify + Dropbox

Create new QuickBooks Online customers from newly won Proposify proposals

Premium

Proposify + QuickBooks Online

Create PDFs in Google Drive from won Proposify proposals

Proposify + Google Drive

Create Proposify proposals from new HubSpot form entries

HubSpot + Proposify

Share Proposify won proposals via Gmail emails

Proposify + Gmail

Create Teamwork projects from won proposals in Proposify

Proposify + Teamwork

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
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Proposal Created
Triggers when a proposal is created.
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
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- Led ByRequired
  User that is leading development of this proposal.
- Template
- Client Email AddressRequired
  The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
- Due DateRequired
  The date the proposal is due.
- Proposal NameRequired
  The name of the proposal.
- Notes
  Internal notes (your client won't see these).
- Proposal Number
- Manual Total
  Manual total of a proposal.
- Manual Tax
  Manual tax of a Proposal.
Action
Write

Client Created
Triggers when a user creates a new client.
Trigger
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First NameRequired
  The first name of your client.
- Last NameRequired
  The last name of your client.
- Email AddressRequired
  The email address of your client.
- Company Name
  The name of the company your client works for.
- Title
  The title of your client.
- Office Number
- Mobile Number
- Address Line 1
  This field will be ignored if no company name is specified.
- Address Line 2
  This field will be ignored if no company name is specified.
- City
  This field will be ignored if no company name is specified.
- Client Website Url
  This field will be ignored if no company name is specified.
- Zip/Postal Code
  This field will be ignored if no company name is specified.
- State
  The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
- Country
  The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
- Is Default Contact
  Denotes whether or not this person is the default contact for this company. Defaults to No.
Action
Write

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