Proposify + Accelo Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Accelo, with as many as 44 possible integrations. Are you ready to find your productivity superpowers?
Create requests in Accelo from won Proposify proposals
Ready to start a new project now that you just won a proposal? This Zap simplifies the process by automatically creating a request in Accelo for every won proposal in Proposify.
How It Works
- A new proposal is won in Proposify
- Zapier automatically creates a new request in Accelo
What You Need
- Proposify account
- Accelo account
It's easy to connect Proposify + Accelo and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a proposal is accepted by a client.
Creates a new client.
Triggers when a client has left a comment on the client view.
Creates a new proposal.
Triggers when a proposal is created.
Creates a new contact or updates a contact if it already exists.
Triggers when a task is assigned.
Creates a new request. If the request's contact does not exist, a new one will be created for you.
Triggers when a new request is created.
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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