Proposify

Proposify + Process Street Integrations

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

It's easy to connect Proposify + Process Street 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.

Create Checklist

Creates a new checklist.

New Checklist

Triggers when a new checklist is created.

Update Checklist

Update an existing checklist.

New Comment

Triggers when someone posts a comment.

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

Process Street is a SaaS platform that lets non-technical teams create powerful, API-driven workflows. The easiest way to document, track, automate and optimize customer-centric processes. We help sales and customer success teams drive revenue and reduce churn.

See Process Street Integrations