Proposify Legacy + Skedda

Proposify Legacy + Skedda integrations

Create proposals in Proposify Legacy from new user bookings in Skedda

Enable your booking process to run smoothly with this workflow. When a new user booking happens in Skedda, it triggers the creation of a proposal in Proposify Legacy. This seamless connection allows you to manage your reservations effectively and promptly respond to your end-users with a well-drafted proposal. Save time and enhance your operations with this simple workflow.

When this happens...
New User BookingTriggers when a new booking is made for a user.
TriggerInstant
automatically do this!
Create ProposalCreates a new proposal.
ActionWrite

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More things you can do with Skedda and Proposify Legacy

Discover other triggers and actions you can use with Skedda and Proposify Legacy

Cancelled Internal Booking
Triggers when an internal booking is cancelled, including when a whole recurring series is cancelled or when a single occurrence of a recurring booking is removed. For occurrence-level cancellation, parentId is set to the parent booking ID.
Trigger
Instant
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New Booking Request
Triggers when a new booking request is submitted.
Trigger
Instant
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New User Booking
Triggers when a new booking is made for a user.
Trigger
Instant
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Updated User Booking
Triggers when a user booking is updated (single, series-level, or occurrence-level). Includes the full booking and a map of changed fields with old and new values.
Trigger
Instant
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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

Cancelled User Booking
Triggers when a user booking is cancelled, including when a whole recurring series is cancelled or when a single occurrence of a recurring booking is removed. For occurrence-level cancellation, parentId is set to the parent booking ID.
Trigger
Instant
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New Internal Booking
Triggers when a new internal booking is created.
Trigger
Instant
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Updated Internal Booking
Triggers when an internal booking is updated (single, series-level, or occurrence-level). Includes the full booking and a map of changed fields with old and new values.
Trigger
Instant
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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

About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

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Related categories

Proposal & Invoice Management

About Skedda

The elegant booking app for scheduling the use of spaces at venues, offices, clinics, studios and more.

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Related categories

Scheduling & Booking