How to connect Proposify + Insightly
Zapier lets you send info between Proposify and Insightly automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
Choose a Trigger
Start here
Start here
Choose an Action
- Free forever for core features
- 14 day trial for premium features & apps
Top companies trust Zapier to automate work and free up time
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 Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
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
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.
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.