Connect Proposify and Autopilot Journeys to power AI-driven automation

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Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Proposify with Autopilot Journeys - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Created" from Proposify.

Add your action

An action happens after the trigger—such as "Add Contact to List" in Autopilot Journeys.

You’re connected!

Zapier seamlessly connects Proposify and Autopilot Journeys, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Document Created
Triggers when a new document is created.
Trigger
Instant
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Document Sent
Triggers when a document is sent to a client.
Trigger
Instant
Try It
Document Viewed
Triggers when a document is viewed by a client.
Trigger
Instant
Try It
- Company Name
  Required
- Address Line 1
- Address Line 2
- City
- State/Province
- Postal Code
- Country
Action
Write
- Name
  Required
- User ID
- Company ID
- Contact ID
- Template ID
Action
Write

- Contact ID
- Company ID
- First Name
- Last Name
- Email
Action
Search
- Template Name
Action
Search

Contact Added
Triggers when a contact is newly added.
Trigger
Instant
Try It
- Contact List
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Email
  Required
- First Name
- Last Name
- Salutation
- Company
- Title
- Industry
- Phone
- Mobile
- Fax
- Website
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Lead Owner
- Lead Source
- Lead Status
- Twitter
- LinkedIn
Action
Write
- Email
  Required
Action
Write

Document Lost
Triggers when a document is marked as lost.
Trigger
Instant
Try It
Document Signed
Triggers when a document is signed by a client.
Trigger
Instant
Try It
Document Won
Triggers when a document is marked as won.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Company ID
- Title
- Use Company Address
- Address Line 1
- Address Line 2
- City
- Postal/Zip Code
- State/Province
- Country
- Website URL
Action
Write
- Company ID
- Company Name
Action
Search
- Document Name
Action
Search
- Email
Action
Search
- Contact List
  Required
Trigger
Instant
Try It
Contact Unsubscribes
Triggers when a contact unsubscribes from Autopilot.
Trigger
Instant
Try It
- Contact List
- Email
  Required
- First Name
- Last Name
- Salutation
- Company
- Title
- Industry
- Phone
- Mobile
- Fax
- Website
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Lead Owner
- Lead Source
- Lead Status
- Twitter
- LinkedIn
Action
Write
- Email
  Required
Action
Write

For AI agents & developers

Use Proposify and Autopilot Journeys with AI agents and code

Beyond Zap workflows. Call Proposify and Autopilot Journeys actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Proposify and Autopilot Journeys actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Company
Add Contact to List

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Proposify and Autopilot Journeys actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* proposify / autopilot action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Proposify and Autopilot Journeys to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Proposify to Autopilot Journeys integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Proposify

Proposify is a proposal management tool that allows you to create, track, and sign on brand proposals.

HelpHelp

Related categories

Proposal & Invoice Management

About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.

HelpHelp

Related categories

Marketing Automation

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Connect Proposify and Autopilot Journeys to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Proposify and Autopilot Journeys with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Proposify and Autopilot Journeys to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Proposify to Autopilot Journeys on the world's largest no-code automation platform