Contractbook + Proposify
Create Contractbook contracts from won Proposify proposals
When you win a Proposify proposal, you don't need to spend time manually creating and sending contracts. Let this Zap automate that work for you. With this integration, you can automatically send contracts to won proposals in Proposify, and move on to winning the next one!
When you win a Proposify proposal, you don't need to spend time manually creating and sending contracts. Let this Zap automate that work for you. With this integration, you can automatically send contracts to won proposals in Proposify, and move on to winning the next one!
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Contract
Creates and sends a new contract.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It