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Connect Proposify to monday.com and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Proposify with monday.com - no code necessary. See how you can get setup in minutes.

Select a trigger from Proposify

A trigger is an event that starts your Zap and runs the workflow. For example, with Proposify, a trigger could be "Client Commented on a Proposal."
A trigger is the event that kicks off your automated workflow.

Setup an action from monday.com

An action is what takes place after the automation is triggered. For example, with monday.com, the action could be "Archive Board."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Proposify to monday.com

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Triggers and actions are the main components of every automated workflow.

Connect Proposify and monday.com 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.

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An illustration representing how to automate lead management with Zapier.

Connect Proposify and monday.com to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

  • Proposify triggers, actions, and search
    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It

Automate monday.com: get inspired on the Zapier blog

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About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
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Related categories
  • Proposal & Invoice Management
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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