Integrate Proposify with Insightly to automate your work
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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.
Try It - Proposal Created
Triggers when a proposal is created.
Try It - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try It - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try It