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Proposify + Streak

Create proposals in Proposify for updated contacts in Streak

Streamline your sales process by connecting Streak and Proposify in a seamless workflow. When a contact is updated in Streak, this integration will automatically create a proposal in Proposify, ensuring your sales team can quickly generate and send proposals to potential clients. Save time and keep your information organized with this efficient automation.

Streamline your sales process by connecting Streak and Proposify in a seamless workflow. When a contact is updated in Streak, this integration will automatically create a proposal in Proposify, ensuring your sales team can quickly generate and send proposals to potential clients. Save time and keep your information organized with this efficient automation.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PipelineRequired

    Trigger
    Instant
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    • Stage

    • Field

    • PipelineRequired

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    Instant
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    • PipelineRequired

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    Instant
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    • PipelineRequired

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    Instant
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    • Stage

    • PipelineRequired

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    Instant
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    • PipelineRequired

    Trigger
    Instant
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    • Team KeyRequired

    Trigger
    Instant
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    • TeamRequired

    Trigger
    Instant
    Try It
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About Proposify

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

Related categories

  • Proposal & Invoice Management
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