Proposify + Accelo Integrations

How to connect Proposify + Accelo

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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
Proposify
Creates a new client.
Scheduled
Action
Proposify
Creates a new proposal.
Scheduled
Action
Accelo
Triggers when a task is assigned.
Instant
Trigger
Accelo
Triggers when a new request is created.
Instant
Trigger
Accelo
Creates a new contact or updates a contact if it already exists.
Scheduled
Action
Accelo
Creates a new request. If the request's contact does not exist, a new one will be created for you.
Scheduled
Action
Accelo
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
Scheduled
Action
Accelo
Starts a new timer.
Scheduled
Action
Accelo
Pauses any active timers.
Scheduled
Action
Accelo
Lookup a webhook's resource.
Scheduled
Action

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.