Proposify + Reply + Filter by Zapier

Create Proposify clientes 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 clients in Proposify.

When this happens...
Inbox Category Set for ReplyTriggers 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 ClientCreates a new client.
ActionWrite

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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.
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Instant
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New Email Opened
Triggers when a person opens your email.
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Instant
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New Email Replied
Triggers when a person replied.
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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 ID
  Required
- Force Push
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person email
  Required
Action
Write

- Sequence Id
  Required
- Contact Email
  Required
- 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.
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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 Name
  Required
- Last Name
  Required
- Email Address
  Required
- 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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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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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person Email
  Required
Action
Write
- Email
  Required
- Campaign Id
  Required
Action
Write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
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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.
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Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
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Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
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Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Related categories

Proposal & Invoice Management

About Reply

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

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Related categories

Marketing Automation

Similar apps

Zapier Forms

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.

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Related categories

Developer Tools

Zapier

Related Zap Templates

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

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

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