Proposify + Salesflare Integrations
How to connect Proposify + Salesflare
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Created
Triggers when a proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Led ByRequired
User that is leading development of this proposal.
Template
Client Email AddressRequired
The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
Due DateRequired
The date the proposal is due.
Proposal NameRequired
The name of the proposal.
Notes
Internal notes (your client won't see these).
Proposal Number
Manual Total
Manual total of a proposal.
Manual Tax
Manual tax of a Proposal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag
Type
Trigger on Customers or on My contacts (including those gathered in the background)?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccount
Provide the Account ID, not the Name here.
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkflowRequired
Select the workflow to trigger on.
Step NumberRequired
Specify the number of the step to trigger on. This number is listed in front of the workflow step name when editing a workflow in Salesflare. (e.g. "1. Send an email" is step number 1)
EventRequired
Select the event to trigger on.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Specify the ID of the account you want to add a user to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Link to Existing or New Account
Specify the ID of the account you want to link the opportunity to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it -or- create a new account below.
Account Name
Required if you did not link to an existing account using the field above.
Account Website
Fill out to search account info automatically.
Contact Name
Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
Contact Email
Fill out to search contact info automatically.
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkflowRequired
Select the workflow to remove the contact from.
ContactRequired
Specify the ID of the contact you want to remove from the workflow. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
Met Goal?Required
Indicate whether the contact is exiting the workflow while meeting the goal or not.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Specify the ID of the contact you want to update. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
Name
Email
Fill out the email address to search contact info automatically.
First Name
Last Name
Tag
Picture
Fill out a URL pointing to a picture for the contact.
Birthdate
Phone Number
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
This field needs to match exactly (case sensitive).
Domain
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Account
Specify the ID of the account you want to find an opportunity for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
ActionThis is an event a Zap performs.SearchFind existing data in your appStage
Pipeline Name
Stage Name
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Email
Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
Phone Number
Account
Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Tag
First Name
Last Name
Tag
Picture
Fill out a URL pointing to a picture for the contact.
Birthdate
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Client Created
Triggers when a user creates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
The first name of your client.
Last NameRequired
The last name of your client.
Email AddressRequired
The email address of your client.
Company Name
The name of the company your client works for.
Title
The title of your client.
Office Number
Mobile Number
Address Line 1
This field will be ignored if no company name is specified.
Address Line 2
This field will be ignored if no company name is specified.
City
This field will be ignored if no company name is specified.
Client Website Url
This field will be ignored if no company name is specified.
Zip/Postal Code
This field will be ignored if no company name is specified.
State
The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
Country
The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
Is Default Contact
Denotes whether or not this person is the default contact for this company. Defaults to No.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Assignee
Stage
Tag
Min Value
Max Value
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkflowRequired
Select the workflow to trigger on.
Event
Select the event to trigger on.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Specify the ID of the account you want to add a contact to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
ContactRequired
Specify the ID of the contact you want to add to the account. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Update if Account Already Exists
Use existing account if an account with that name already exists.
Website
Fill out the website to search account info automatically.
Contact Name
Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
First Name
Last Name
Tag
Picture
Fill out a URL pointing to a picture for the contact.
Birthdate
Phone Number
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Specify the ID of the account you want to add a note to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
BodyRequired
Note Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Account
Specify the ID of the account you want to link the task to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Reminder Date
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Specify the ID of the account you want to update. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Name
Website
Fill out the website to search account info automatically.
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Specify the ID of the opportunity you want to update. If you are not getting the Opportunity ID from a previous step, you can add a "Find Opportunity" step to find it.
Name
Account
Specify the ID of the account you want to update an opportunity from. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
This field needs to match exactly (case sensitive).
Email
Phone Number
Account
Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
This field needs to match exactly (case sensitive).
Domain
Tag
Update if Account Already Exists
Use existing account if an account with that name already exists.
Website
Fill out the website to search account info automatically.
Contact Name
Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How Proposify + Salesflare Integrations Work
- Step 1: Authenticate Proposify and Salesflare.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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