Proposify + Teamgate

Create proposals in Proposify for new deal stage changes in Teamgate

When a new deal progresses and reaches a selected stage in the sales pipeline in Teamgate, this integration will create a proposal in Proposify. This integration saves you time copying the potential buyer's details from one app to another and allows you to concentrate on the tasks that matter.

When this happens...
Deal Stage Changed
Triggers when a deal's stage is updated.
TriggerScheduled
automatically do this!
Create Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

- Status
- Type
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Scheduled
Try It

- Creator
- Source
- Industry
- Owner
Trigger
Scheduled
Try It
- TypeRequired
- Title
- Description
- Responsible
- Company
- Person
- Lead
- Deal Id
- Client Id
- Type
- Before
- Start
- Status
- Is Secret?
Action
Write

- TitleRequired
- Person
- Job Title
- Owner
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Lead NameRequired
- Company
- Job Title
- Owner
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- IdRequired
- Name
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- IdRequired
- Stage
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Title
- Phone Number
- E-Mail Address
Action
Search
- Person Name
- Phone Number
- E-Mail Address
Action
Search
- TitleRequired
- Phone Number
- E-Mail Address
- Person
- Job Title
- Owner
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
- Person NameRequired
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It
- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

- Owner
- Creator
- Source
- Industry
Trigger
Scheduled
Try It
Email Opened
Triggers when email is opened.
Trigger
Instant
Try It
- Owner
- Creator
- Source
- Industry
Trigger
Scheduled
Try It
- Creator
- Status
- Source
- Industry
- Owner
Trigger
Scheduled
Try It
New Product
Lists the products.
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Deal IDRequired
- In Stock?Required
Action
Write
- StageRequired
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Person NameRequired
- Company
- Job Title
- Owner
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- NameRequired
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- IdRequired
- Lead Name
- Company
- Job Title
- Owner
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Lead Name
- Phone Number
- E-Mail Address
Action
Search
- NameRequired
- Sku
Action
Search
- Lead NameRequired
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
- NameRequired
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Search or write
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- 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

About Proposify

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

Learn more

Related categories

Proposal & Invoice Management

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

Proposify + Teamgate

Create proposals in Proposify for new deal stage changes in Teamgate

Activity Status Changed

Status

Type

Deal Stage Changed

Owner

Creator

Stage

Source

New Lost Deal

Owner

Creator

Stage

Source

New Deal

Owner

Creator

Stage

Source

New Person

Creator

Source

Industry

Owner

New Unqualified Lead

Creator

Source

Industry

Owner

Create Activity

Title

Description

Responsible

Company

Person

Lead

Deal Id

Client Id

Type

Before

Start

Status

Is Secret?

Create Company

TitleRequired

Person

Job Title

Owner

Company Code

Company VAT Code

Starred

Industry

Source

Phone Number

Phone Type

E-Mail Address

E-Mail Type

Tags

Website

LinkedIn

Facebook

Twitter

Skype

Street

City

Zip Code

State

Country ISO Code

Latitude

Longitude

Type

Create Lead

Lead NameRequired

Company

Job Title

Owner