Proposify + Reply + Filter by Zapier

Create Proposify proposals from new inbox categories set for reply in Reply

Move your leads to the next step faster! Once new 'Interested' email categories are set in Reply, this integration creates proposals in Proposify.

When this happens...
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Trigger
Instant
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New Link Clicked
Triggers when a person clicks your link in email.
Trigger
Instant
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New Email Opened
Triggers when a person opens your email.
Trigger
Instant
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New Email Replied
Triggers when a person replied.
Trigger
Instant
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Add or Update Contact
Triggers when new contacts are created manually or existing contacts are updated manually.
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Instant
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- Campaign IDRequired
- Force Push
- EmailRequired
- First NameRequired
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person emailRequired
Action
Write

- Sequence IdRequired
- Contact EmailRequired
- Contact Id
- First Name
- Last Name
- Company
- Phone
- City
- State
- Country
- Title
- LinkedIn
- Sales Navigator
- Time Zone
Action
Write
- Only continue if...Required
Action
Filter
Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
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Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
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Instant
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- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write

New Person Bounce
Triggers when an email address bounce (soft & hard).
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Instant
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New Emails Sent
Triggers when new email sent (first step or follow-up).
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Instant
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New Person Opt Out
Triggers when a person clicks opt out link.
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Instant
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Prospect Finished
Triggers when a prospect finishes in terms of campaign.
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Instant
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Zapier Step Launched
Triggers when a Sequence's Zapier step is launched
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Instant
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- EmailRequired
- First NameRequired
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person EmailRequired
Action
Write
- EmailRequired
- Campaign IdRequired
Action
Write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

About Proposify

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

Learn more

Related categories

Proposal & Invoice Management

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

PRODUCTS

CAPABILITIES

By team

Proposify + Reply + Filter by Zapier

Create Proposify proposals from new inbox categories set for reply in Reply

Inbox Category Set for Reply

New Link Clicked

New Email Opened

New Email Replied

Add or Update Contact

Create\Update Person and Push to Campaign

Force Push

EmailRequired

First NameRequired

Last Name

Company

Title

Phone

City

State

Country

Timezone

LinkedIn

Mark as Finished

Person emailRequired

Move to the Next Step

Sequence IdRequired

Contact EmailRequired

Contact Id

First Name

Last Name

Company

Phone

City

State

Country

Title

LinkedIn

Sales Navigator

Time Zone

Only continue if...

Only continue if...Required

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

First NameRequired

Last NameRequired

Email AddressRequired

Company Name

Title

Office Number

Mobile Number

Address Line 1

Address Line 2

City

Client Website Url

Zip/Postal Code

State

Country

Is Default Contact

New Person Bounce

New Emails Sent

New Person Opt Out

Prospect Finished

Zapier Step Launched

Create\Update Person

EmailRequired

First NameRequired

Last Name

Company

Title

Phone

City

State

Country

Timezone

LinkedIn

Mark as Replied