Proposify + Accelo Integrations

How to connect Proposify + Accelo

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Create requests in Accelo from won Proposify proposals
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Proposify + Accelo

Create requests in Accelo from won Proposify proposals

Details

Try it

Proposify + Accelo

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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
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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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
New Request
Triggers when a new request is created.
Trigger
Instant
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- TypeRequired
- SubjectRequired
- BodyRequired
- EmailRequired
- First Name
  If empty, we'll guess from email address.
- Last Name
  If empty, we'll guess from email address.
- Mobile
- Phone
- Fax
- Company Name
  If empty, we'll guess from email address.
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
  Use the Request Contact as the Activity author.
Action
Write
- SubjectRequired
- Initial Seconds
  The timer will have this many seconds upon creation. For example, if you set to 120, your timer will be at 2 minutes upon creation.
- Auto Start
  Do you want the timer to start upon creation? This will stop any current running timer.
Action
Write
- Resource URLRequired
  The "resource_url" from the webhook.
Action
Search

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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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
Task Assigned
Triggers when a task is assigned.
Trigger
Instant
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- EmailRequired
- First Name
  If empty, we'll guess from email address.
- Last Name
  If empty, we'll guess from email address.
- Mobile
- Phone
- Fax
- Comments
  Contact comments.
- Position
- Company Name
  If empty, we'll guess from email address.
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write
- TitleRequired
- TypeRequired
- EmailRequired
- Salesperson
  The ID of the staff. If you leave blank, the sale will be unassigned.
- Comments
- Value
  The dollar value of the sale.
- Rating
  The star rating or weighting of the sale.
- First Name
  If empty, we'll guess from email address.
- Last Name
  If empty, we'll guess from email address.
- Mobile
- Phone
- Fax
- Position
- Company Name
  If empty, we'll guess from email address.
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write
Pause Timers
Pauses any active timers.
Action
Write

How Proposify + Accelo Integrations Work

Step 1: Authenticate Proposify and Accelo.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Proposify + Accelo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Learn more

Related categories

Proposal & Invoice Management

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

Related categories

Project Management

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Proposify + Accelo Integrations

How to connect Proposify + Accelo

Create requests in Accelo from won Proposify proposals

Create requests in Accelo from won Proposify proposals

Connect your apps and automate workflows

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Led ByRequired

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

New Request

Create Request

TypeRequired

SubjectRequired

BodyRequired

EmailRequired

First Name

Last Name

Mobile

Phone

Fax

Company Name

Position

Company Phone

Company Fax

Company Website

Company Comments

Send on Behalf of Contact

Create Timer

SubjectRequired

Initial Seconds

Auto Start

Lookup Webhook Resource

Resource URLRequired

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

First NameRequired

Last NameRequired

Email AddressRequired

Company Name

Title

Office Number

Mobile Number

Address Line 1

Address Line 2

City

Client Website Url

Zip/Postal Code

State

Country

Is Default Contact

Task Assigned

Create/Update Contact

EmailRequired

First Name

Last Name

Mobile

Phone

Fax

Comments

Position

Company Name

Company Website

Company Phone

Company Fax

Company Comments

Create Sale