Proposify + Insightly Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Insightly, with as many as 86 possible integrations. Are you ready to find your productivity superpowers?
Create Insightly tasks from new Proposify proposals
Insightly is a great tool for managing your clients and opportunities. With this Zapier integration you can have both your Insightly and Proposify work in tandem by automatically generating new Insightly tasks from Proposify proposals.
How It Works
- You create a new proposal in Proposify
- Zapier automatically creates a task for you in Insightly
What You Need
- Proposify account with owner privileges
- Insightly account
Create Proposify clients from new Insightly contacts
Insightly is a great tool for managing your clients and opportunities. Want a simple way to bring new Insightly contacts into Proposify? This integration makes it easy to take any new contacts you've made in Insightly and create clients in Proposify.
How It Works
- Add a new contact to Insightly
- Zapier automatically creates a new Proposify client in your account
What You Need
- Insightly account
- Proposify account with owner privileges
It's easy to connect Proposify + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a proposal is accepted by a client.
Creates a new client.
Triggers when a client has left a comment on the client view.
Creates a new proposal.
Triggers when a proposal is created.
Create a new contact in your Insightly account.
A new task was created in your Insightly account.
Create a new task in your Insightly account.
A new contact was created in your Insightly account.
Create a new note in your Insightly account.
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