Proposify Integrations

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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:

Client Commented on a Proposal

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

Proposal Created

Triggers when a proposal is created.

Proposal Won

Triggers when a proposal is accepted by a client.

Client Created

Triggers when a user creates a new client.

Proposal Lost

Triggers when a Proposal is declined by a client.

Proposal Sent

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

Proposal Signed

Triggers when a proposal is signed by a client.

Proposal Viewed

Triggers when a proposal is viewed by a client.

Create Client

Creates a new client.

Create Proposal

Creates a new proposal.

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