Proposify Integrations
Do More With Proposify
Zapier allows you to instantly connect Proposify with 1,500+ apps to automate your work and find productivity super powers.
Share Proposify won proposals in Slack
Share the proposals you win with your team and get to work right away with this Proposify to Slack automation. Once set up, each time a proposal is won in Proposify, Zapier will send a new message via Slack. Stay ahead of project deadlines and impress your clients!
How It Works
- A new proposal is won in Proposify
- Zapier sends a new message via Slack
What You Need
- Proposify account
- Slack account
Save Proposify won proposals to Dropbox
Help your projects get started off right and automatically create a new file to start sharing project material. Set up this automation, and every time a new proposal is won in Proposify, Zapier will copy the proposal PDF into Dropbox. It'll help you keep records of every new project you've taken on.
How It Works
- A proposal is won in Proposify
- Zapier creates a new file in Dropbox
What You Need
- Proposify account
- Dropbox account
Create Teamwork projects from won proposals in Proposify
Speed things up and automatically create new projects when you win a proposal. Use this automation, and each time a new proposal is won in Proposify, Zapier will create a new project in Teamwork. Get started right away and create the path to deliver a great service.
How It Works
- A proposal is won in Proposify
- Zapier creates a new project in Teamwork
What You Need
- Proposify account
- Teamwork account
Turn Pipedrive people into Proposify clients
Make sure your contact information is accurate when you use this Pipedrive to Proposify automation. Once set up, Zapier will create new clients in Proposify each time a new person is added in Pipedrive, or when someone matches a filter. Sync your contacts lists and begin creating strong customer relationships.
How It Works
- A new person is added in Pipedrive
- Zapier creates a new client in Proposify
What You Need
- Pipedrive account
- Proposify account
Share new Proposify proposals in Slack
Notify your team when new proposals are created with this Proposify to Slack automation. Once set up, each time a new proposal is created in Proposify, Zapier will send a new message via Slack. Involve your team in all project stages to start collaborating right away!
How It Works
- A proposal is created in Proposify
- Zapier sends a new message via Slack
What You Need
- Proposify account
- Slack account
Why Zapier?
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
Proposify Integration Details
Launched on Zapier March 27, 2018
Zapier combines Triggers (like "Client Commented on a Proposal") 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:
Triggers when a client has left a comment on the client view.
Triggers when a proposal is created.
Triggers when a proposal is accepted by a client.
Triggers when a user creates a new client.
Triggers when a Proposal is declined by a client.
Triggers when a proposal is sent or marked as sent by a user.
Triggers when a proposal is signed by a client.
Triggers when a proposal is viewed by a client.
Creates a new client.
Creates a new proposal.
Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.
Become a Zapier Integration Partner