Proposify + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Proposify and Insightly.

Get started with workflows like: Create Insightly tasks from new Proposify proposals. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Popular Ways to Connect Proposify and Insightly

Create Insightly tasks from new Proposify proposals
Proposify + Insightly
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Create Proposify clients from new Insightly contacts
Insightly + Proposify
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It's easy to connect Proposify + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

InstantClient Commented on a Proposal

Triggers when a client has left a comment on the client view.

InstantProposal Created

Triggers when a proposal is created.

InstantProposal Sent

Triggers when a proposal is sent or marked as sent by a user.

InstantProposal Viewed

Triggers when a proposal is viewed by a client.

InstantProposal Reminder Sent

Triggers when a proposal reminder is sent or marked as sent by a user.

InstantClient Created

Triggers when a user creates a new client.

InstantProposal Lost

Triggers when a Proposal is declined by a client.

InstantProposal Signed

Triggers when a proposal is signed by a client.

InstantProposal Won

Triggers when a proposal is accepted by a client.

New Contact

A new contact was created in your Insightly account.

Step 1: Authenticate Proposify + 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.