Proposify

Proposify + Streak Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Streak, with as many as 126 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Proposify + Streak and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Proposal Won

Triggers when a proposal is accepted by a client.

Create Client

Creates a new client.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Create Proposal

Creates a new proposal.

Proposal Created

Triggers when a proposal is created.

Create Task

Create a new Task on a Box.

Updated Box

Triggers when a Field on a Box is updated.

Edit Box

Edit fields, stage, assigned to, name and notes on an existing box.

Box Change Stage

Triggers when a box changes Stage.

Create New Box

Create a new box.

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Streamline your proposals in the cloud with designer-friendly proposal software.

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

See Streak Integrations