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Quickly connect Proposify to Google Drive with a Zapier template.

Our most popular template

Create PDFs in Google Drive from won Proposify proposals
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Proposify + Google Drive
Copy won proposals from Proposify to Google Drive files
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Proposify + Google Drive

Create PDFs in Google Drive from won Proposify proposals

Proposify + Google Drive

Copy won proposals from Proposify to Google Drive files

Proposify + Google Drive

How Zapier works

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

Select a trigger from Proposify

A trigger is an event that starts your Zap and runs the workflow. For example, with Proposify, a trigger could be "Client Commented on a Proposal."

A trigger is the event that kicks off your automated workflow.

Setup an action from Google Drive

An action is what takes place after the automation is triggered. For example, with Google Drive, the action could be "Copy File."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Proposify to Google Drive

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

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

Learn about AI automation

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Connect Proposify and Google Drive 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Drive
- Folder
- Include Deleted Files?
Trigger
Scheduled
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- Drive
- Folder
- Include_deleted
Trigger
Scheduled
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- Drive
- Folder
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File
  Required
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
  Required
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File
  Required
- Drive
- Folder
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Title
- Search_type
- Drive
- Folder
- File_types
Action
Search
- Title
- Search_type
- Drive
- Folder
Action
Search
- Title
- Search_type
- Drive
- Folder
Action
Search or write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Primary Person
Action
Write
- Drive
Trigger
Scheduled
Try It
- Drive
- Folder
Trigger
Scheduled
Try It
- File
  Required
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- Title
Action
Write
- Drive
- Folder
- Title
- File
  Required
- Convert to Document?
Action
Write
- Drive
- File_id
  Required
- Sharing Preference
  Required
- Organization Domain
Action
Write
- Drive
- Folder
- File
  Required
- File Name
- Rename Folder?
- Extension_copy
Action
Write
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
Action
Write
- Drive
- File or Folder ID
  Required
Action
Search
- Info
- Title
- Search_type
- Drive
- Folder
- File_types
- Maximum Number of Results
Action
Search
- Title
- Search_type
- Drive
- Folder
- File_types
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Search or write

Learn how to automate Proposify on the Zapier blog

Learn how to automate Google Drive on the Zapier blog

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Related categories

Proposal & Invoice Management

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Learn more Help

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