Proposify + Rillet

Proposify + Rillet integrations

Create Rillet contracts for signed Proposify proposals

When a prospect accepts a proposal, your financial system should know about it right away. This automation creates a new contract in Rillet as soon as a proposal is signed in Proposify, bridging the gap between your sales pipeline and revenue operations automatically.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
automatically do this!
Create ContractCreates a new contract in Rillet.
ActionWrite

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More things you can do with Proposify and Rillet

Discover other triggers and actions you can use with Proposify and Rillet

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 By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Subsidiary
Trigger
Polling
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- Subsidiary
- Status
Trigger
Polling
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- Name
  Required
- Email
- Street Address
- City
- State or Province
- Postal Code
- Country
Action
Write
- Name
- Email
- Subsidiary
Action
Search

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.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
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
- Subsidiary
- Status
Trigger
Polling
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- Subsidiary
Trigger
Polling
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- Customer
  Required
- Subsidiary
- Contract Name
- Start Date
- End Date
Action
Write
- Customer
  Required
- Subsidiary
- Issue Date
- Due Date
- Line Items
Action
Write
- Customer
- Status
- Subsidiary
Action
Search

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 Rillet

Rillet is a app AI-native ERP. Automation, speed and scale for mid-market and enterprise finance teams

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Related categories

Accounting

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