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Proposify + Podio Integrations

How to connect Proposify + Podio

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

When this happens...
ProposifyProposify
Client Commented on a Proposal

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

automatically do this!
PodioPodio
Create Item

Create a new item, record or entry inside an app (standard or custom).

Supported triggers and actions

What does this mean?

How Proposify + Podio Integrations Work

  1. Step 1: Authenticate Proposify + Podio.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

About Proposify

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

Related categories

  • Proposal & Invoice Management
podio logo
podio logo
podio logo

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Learn More

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