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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Created" from Proposify.

Add your action

An action happens after the trigger—such as "Create Contact" in Invoiced.

You’re connected!

Zapier seamlessly connects Proposify and Invoiced, automating your workflow.

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.

Document Created
Triggers when a new document is created.
Trigger
Instant
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Document Sent
Triggers when a document is sent to a client.
Trigger
Instant
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Document Viewed
Triggers when a document is viewed by a client.
Trigger
Instant
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- Company Name
  Required
- Address Line 1
- Address Line 2
- City
- State/Province
- Postal Code
- Country
Action
Write
- Name
  Required
- User ID
- Company ID
- Contact ID
- Template ID
Action
Write

- Contact ID
- Company ID
- First Name
- Last Name
- Email
Action
Search
- Template Name
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Invoice Paid in Full
Triggers when an invoice is paid in full.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Customer
  Required
- Notes
- Amount
  Required
- Currency
- Date
Action
Write
- Name
  Required
- Email Address
- Account Number
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Invoice Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
- Amount
  Required
- Currency
- Date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
Action
Write
- Customer
  Required
- Plan
  Required
- Quantity
- Billing Cycles
Action
Write
- Customer
  Required
- Name
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Id
- Estimate #
Action
Search
- Name
- Account #
- Email Address
Action
Search

Document Lost
Triggers when a document is marked as lost.
Trigger
Instant
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Document Signed
Triggers when a document is signed by a client.
Trigger
Instant
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Document Won
Triggers when a document is marked as won.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Company ID
- Title
- Use Company Address
- Address Line 1
- Address Line 2
- City
- Postal/Zip Code
- State/Province
- Country
- Website URL
Action
Write
- Company ID
- Company Name
Action
Search
- Document Name
Action
Search
- Email
Action
Search
New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- Customer
  Required
- Name
  Required
- Email Address
- Phone Number
- SMS Enabled?
- Billing Contact?
- Title
- Department
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Estimate Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Notes
  Required
Action
Write
- Customer
  Required
- Quantity
- Item Name
- Description
- Unit Cost
- Item ID
Action
Write
- Customer
  Required
- Name
  Required
- Action
  Required
- Due Date
Action
Write
- Id
- Credit Note #
Action
Search
- Id
- Invoice #
Action
Search
- Name
  Required
- Account Number
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Search or write

For AI agents & developers

Use Proposify and Invoiced with AI agents and code

Beyond Zap workflows. Call Proposify and Invoiced actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Proposify and Invoiced actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Company
Create Contact

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Proposify and Invoiced actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* proposify / invoiced action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Proposify and Invoiced to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Proposify to Invoiced integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Proposify

Proposify is a proposal management tool that allows you to create, track, and sign on brand proposals.

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Related categories

Proposal & Invoice Management

About Invoiced

Invoiced is autopilot for accounts receivable.

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