Proposify + Insightly Integrations
How to connect Proposify + Insightly
Zapier lets you send info between Proposify and Insightly automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Client Commented on a ProposalTriggers when a client has left a comment on the client view.Trigger- Client CreatedTriggers when a user creates a new client.Trigger
- Proposal CreatedTriggers when a proposal is created.Trigger
- Proposal LostTriggers when a Proposal is declined by a client.Trigger
- Proposal SentTriggers when a proposal is sent or marked as sent by a user.Trigger
- Proposal SignedTriggers when a proposal is signed by a client.Trigger
- Proposal ViewedTriggers when a proposal is viewed by a client.Trigger
- Proposal WonTriggers when a proposal is accepted by a client.Trigger
- Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Creates a new client.
Scheduled
Action
- Proposify
Creates a new proposal.
Scheduled
Action
- Insightly
Triggers when a record is deleted.
Instant
Trigger
- Insightly
Triggers when a new record is created.
Instant
Trigger
- Insightly
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Instant
Trigger
- Insightly
Triggers when a record is updated.
Instant
Trigger
- Insightly
Creates a Record
Scheduled
Action
- Insightly
Updates a Record
Scheduled
Action
- Insightly
Finds an existing Record
Scheduled
Action
How Proposify + Insightly Integrations Work
- Step 1: Authenticate Proposify and Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
About Insightly
Related categories
Similar apps
Salesforce (Legacy)
CRM (Customer Relationship Management)
Zoho CRM
CRM (Customer Relationship Management), Zoho
Pipedrive
CRM (Customer Relationship Management)Get started for free
You can't add more hours to the day. Zapier is the next best thing.