Proposify + Agile CRM Integrations

How to connect Proposify + Agile CRM

Zapier lets you send info between Proposify and Agile CRM automatically—no code required.

When this happens...

Client Commented on a Proposal

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

automatically do this!

Add Event

Create event an event in Agile CRM.

Popular Proposify + Agile CRM workflows

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Create new Agile CRM contacts from new Proposify proposals
Proposify + Agile CRM
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When this happens
Step 1: Proposal Created
Then do this
Step 2: Create Contact
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Create new Agile CRM contacts from new Proposify proposals
Create new Agile CRM contacts from new Proposify proposals
Proposify + Agile CRM
Create Agile CRM deals from new Proposify proposals
Proposify + Agile CRM
More details
When this happens
Step 1: Proposal Created
Then do this
Step 2: Create Deal
See Zap details Try it
Create Agile CRM deals from new Proposify proposals
Create Agile CRM deals from new Proposify proposals
Proposify + Agile CRM

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
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
Agile CRM
Triggers when a Deal reaches a specific milestone you choose.
Scheduled
Trigger
Agile CRM
Changing any milestone in Agile CRM should be triggered.
Instant
Trigger
Agile CRM
Triggers when a new case is added in Agile CRM.
Scheduled
Trigger
Agile CRM
Triggers when a new contact is add in AgileCRM.
Scheduled
Trigger
Agile CRM
Triggers when a new Deal is added in AgileCRM.
Scheduled
Trigger
Agile CRM
Triggers when a new event is created in Agile CRM.
Scheduled
Trigger
Agile CRM
Triggers when a new ticket is added in Agile CRM.
Scheduled
Trigger
Agile CRM
Triggers when a new task is added in the Agile CRM.
Scheduled
Trigger
Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
Agile CRM
Subscribe to a Campaign.
Scheduled
Action
Agile CRM
Add a Note to the Contact.
Scheduled
Action
Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a New Company.
Scheduled
Action
Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
Agile CRM
Create a Task for the Contact.
Scheduled
Action
Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action

How Proposify + Agile CRM Integrations Work

Step 1: Authenticate Proposify + Agile CRM.
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 + Agile CRM

About Proposify

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

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Related categories

Proposal & Invoice Management

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.