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Proposify + Copper Integrations

How to connect Proposify + Copper

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

When this happens...
ProposifyProposify
Client Commented on a Proposal

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

automatically do this!
CopperCopper
Associate to Project

This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

Supported triggers and actions

What does this mean?

How Proposify + Copper Integrations Work

  1. Step 1: Authenticate Proposify + Copper.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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proposify logo
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About Proposify

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

Related categories

  • Proposal & Invoice Management
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copper logo
copper logo

About Copper

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
Learn More

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