Proposify + Copper Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Copper, with as many as 205 possible integrations. Are you ready to find your productivity superpowers?
Create new Proposify proposals when Copper deals reach a certain stage
The client is ready to talk numbers and there's no time to waste. With this automation, as soon as your deal moves to the proposal stage, Zapier will automatically create a proposal and advance the deal to the next stage in Copper. Let's close that deal - automatically!
How this Copper-Proposify integration works
- A deal changes stages in Copper
- Zapier creates a proposal in Proposify
- Zapier updates the deal stage in Copper
It's easy to connect Proposify + Copper and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a proposal is accepted by a client.
Creates a new client.
Triggers when a client has left a comment on the client view.
Creates a new proposal.
Triggers when a proposal is created.
Creates a new Person.
Triggers when an Opportunity's status is changed.
Updates a Person depending on the match criteria.
Triggers when an Opportunity's stage is changed.
Creates or Updates a Lead depending on the match criteria.
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