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Proposify + Reply

Create persons and push to campaigns in Reply from new proposals lost in Proposify

Reach out to your leads before they are lost! Once proposals are lost in Proposify, this integration creates or updates persons in Reply and pushes to campaigns, so you can find out what has happened.

Reach out to your leads before they are lost! Once proposals are lost in Proposify, this integration creates or updates persons in Reply and pushes to campaigns, so you can find out what has happened.

  1. When this happens...
    ProposifyProposify
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    TriggerInstant
  2. automatically do this!
    ReplyReply
    Create\Update Person and Push to Campaign

    Create/Update a person and push it to campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

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

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

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

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

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
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About Proposify

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

Related categories

  • Proposal & Invoice Management
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Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier