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Proposify + Insightly Integrations

How to connect Proposify + Insightly

Zapier lets you send info between Proposify and Insightly 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!
InsightlyInsightly
Create Record

Creates a Record

Supported triggers and actions

What does this mean?

How Proposify + Insightly Integrations Work

  1. Step 1: Authenticate Proposify + Insightly.
    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

About Proposify

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

Related categories

  • Proposal & Invoice Management
insightly logo
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn More

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