Proposify

Proposify + Klipfolio Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Klipfolio, with as many as 24 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Proposify + Klipfolio and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Proposal Won

Triggers when a proposal is accepted by a client.

Create Client

Creates a new client.

Client Commented on a Proposal

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

Create Proposal

Creates a new proposal.

Proposal Created

Triggers when a proposal is created.

Update Data Source

Replace data in a data source in Klipfolio.

Proposal Viewed

Triggers when a proposal is viewed by a client.

Add to Data Source

Add data to a data source in Klipfolio.

Client Created

Triggers when a user creates a new client.

Refresh Data Source

Refresh a data source in Klipfolio.

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Streamline your proposals in the cloud with designer-friendly proposal software.

Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

See Klipfolio Integrations