Proposify + monday.com Integrations

How to connect Proposify + monday.com

Zapier lets you send info between Proposify and monday.com automatically—no code required.

When this happens...

Client Commented on a Proposal

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

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Archive Board

Archives a board

Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant

Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant

Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant

Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
Proposify
Creates a new client.
Scheduled
Action
Proposify
Creates a new proposal.
Scheduled
Action
monday.com
Triggers when a column value is changed in a specific board.
Instant
Trigger
monday.com
Triggers when an item is created in a specific board.
Instant
Trigger
monday.com
Triggers when a new board is created.
Scheduled
Trigger
monday.com
Triggers when a specific column values changes in a board
Instant
Trigger
monday.com
Triggers when a new update is posted on a board.
Instant
Trigger
monday.com
Triggers when a new user joins your monday.com account.
Scheduled
Trigger
monday.com
Archives a board
Scheduled
Action
monday.com
Archives a specific group in a board
Scheduled
Action
monday.com
Archives an item
Scheduled
Action
monday.com
Update an item's name
Scheduled
Action
monday.com
Change multiple column values of an item
Scheduled
Action
monday.com
Creates a new board
Scheduled
Action
monday.com
Create a new column in board.
Scheduled
Action
monday.com
Creates a new group in a board
Scheduled
Action
monday.com
Create a new Item in a board
Scheduled
Action
monday.com
Create a new update.
Scheduled
Action
monday.com
Delete's a specific group from a board
Scheduled
Action
monday.com
Delete an item from a board
Scheduled
Action
monday.com
Duplicate a group with it's items
Scheduled
Action
monday.com
Upload File To Specific Column
Scheduled
Action
monday.com
Returns the data for a specific item by searching column value in a board
Scheduled
Action
monday.com
Returns the data for a specific column in the board
Scheduled
Action
monday.com
Returns the data for a specific file column in the board
Scheduled
Action

How Proposify + monday.com Integrations Work

Step 1: Authenticate Proposify + monday.com.
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.