Proposify Integrations

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Slack

Team Chat

81 Integrations

ActiveCampaign

Marketing Automation

99 Integrations

Pipedrive

CRM (Customer Relationship Management)

117 Integrations

Connect Proposify to 2,000+ Apps

  • Share Proposify won proposals in Slack

    Proposify + Slack

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  • 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