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Create proposals in Proposify for updated contacts in Streak
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Streak + Proposify

Create proposals in Proposify for updated contacts in Streak

Streak + Proposify

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Zapier makes it easy to integrate Proposify with Streak - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Commented on a Proposal" from Proposify.

Add your action

An action happens after the trigger—such as "Add Contact to Box" in Streak.

You’re connected!

Zapier seamlessly connects Proposify and Streak, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Proposify to Streak integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Proposify and Streak to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
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Proposal Created
Triggers when a proposal is created.
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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.
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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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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Stage
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Team Key
  Required
Trigger
Instant
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- Team Key
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Proposal Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
  Required
- Text
  Required
- Due Date
- Assigned To
Action
Write
- Assigned To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Name or Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Proposal Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or write

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 Primary Person
Action
Write
- Pipeline
  Required
Trigger
Instant
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- Stage
- Field
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Box Key
  Required
- Proposal Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address
- Employee Count
- Logo URL
- Twitter
- Facebook
- LinkedIn
Action
Write
- Box Name or Key
  Required
- Pipeline
  Required
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
  Required
- Proposal Name
  Required
- Notes
- Assigned To
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
  Required
- Box Name or Key
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- Contact First Name
- Contact Last Name
- Contact Email
  Required
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Number(s)
- Address
- Contact Notes
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Teams
Action
Search

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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 Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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