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Proposify + Agile CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Agile CRM, with as many as 117 possible integrations. Are you ready to find your productivity superpowers?

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Connect Proposify + Agile CRM in Minutes

It's easy to connect Proposify + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantClient Commented on a Proposal

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

InstantProposal Created

Triggers when a proposal is created.

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.

InstantProposal Reminder Sent

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

InstantClient Created

Triggers when a user creates a new client.

InstantProposal Lost

Triggers when a Proposal is declined by a client.

InstantProposal Signed

Triggers when a proposal is signed by a client.

InstantProposal Won

Triggers when a proposal is accepted by a client.

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

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