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Connect Proposify and Teamwork 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.
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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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Created
Triggers when a proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Column
Triggered when you add a new column.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggered when you add a new company.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File
Triggered when you add a new file.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Link
Triggered when you add a new link.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Message Reply
Triggered when you add a new message reply.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Notebook
Triggered when you add a new notebook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggered when you add a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Risk
Triggered when you add a new risk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggered when you add a new task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task List TemplateRequired
- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Proposal NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Proposal NameRequired
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- File NameRequired
- FileRequired
- Display Name
- Description
- CategoryName
- Private to Owner Company?
- Who should be notified?
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal NameRequired
- Description
- LinkRequired
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- MessageRequired
- Add CommentRequired
- Who should be notified?
- Author
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Description
- When is this due?Required
- Who is responsible?Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal NameRequired
- Description
- ContentRequired
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Proposal NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Add Selected Users to this ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task List
- TaskRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task List
- TaskRequired
- Start Date and TimeRequired
- Duration HoursRequired
- Duration MinutesRequired
- Description
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
- ProjectRequired
- Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- ProjectRequired
- FileRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- ProjectRequired
- LinkRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- ProjectRequired
- Title
- Add CommentRequired
- Category
- Attach File
- FileRequired
- File NameRequired
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Author
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- ProjectRequired
- Title
- Description
- When is this due?Required
- Who is responsible?Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- ProjectRequired
- Description
- ContentRequired
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- Description
- Add Selected Users to this Project
- Project Owner
- CompanyRequired
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- ProjectRequired
- Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Client Created
Triggers when a user creates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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 Primary Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Calendar Event
Triggered when you add a new calendar event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Card
Triggered when you add a new card.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Comment
Triggered when you add a new comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggered when you add a new expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Message
Triggered when you add a new message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Milestone
Triggered when you add a new milestone.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggered when you add a new person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Status
Triggered when you add a new status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task List
Triggered when you add a new task list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time Entry
Triggered when you add a new time entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Title
- Description
- All Day
- StartRequired
- EndRequired
- Where
- Attendees
- Event Type
- Privacy TypeRequired
- Show as Busy
- ProjectRequired
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal NameRequired
- Description
- DateRequired
- CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- FileRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Proposal Number
- PO Number
- Description
- Issue DateRequired
- Fixed Price
- CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- LinkRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Add CommentRequired
- Category
- Attach File
- FileRequired
- File NameRequired
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Author
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- MilestoneRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- ColumnRequired
- Old Column ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NotebookRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- FirstNameRequired
- LastNameRequired
- Email AddressRequired
- UserTypeRequired
- PrivateNotes
- SendInvite
- SendInviteWithMessage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Proposal NameRequired
- Description
- Add Selected Users to this Project
- Project Owner
- CompanyRequired
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- StatusRequired
- Notify
- Who should be notified?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task List
- ContentRequired
- Description
- StartDate
- DueDate
- Who is responsible?Required
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- ColumnRequired
- Tags
- Attach File
- FileRequired
- File NameRequired
- Desk Ticket ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Start Date and TimeRequired
- Duration HoursRequired
- Duration MinutesRequired
- Description
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task List
- ContentRequired
- Description
- StartDate
- DueDate
- Who is responsible?Required
- Notify
- Private to Owner Company?
- Who can see it?
- Priority
- ColumnRequired
- Tags
- Attach File
- FileRequired
- File NameRequired
- Desk Ticket ID
- Allow Update to Completed Task
- Fire Webhooks after Update
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Proposal NameRequired
- Title
- Description
- All Day
- StartRequired
- EndRequired
- Where
- Attendees
- Event Type
- Privacy TypeRequired
- Show as Busy
- ProjectRequired
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- ProjectRequired
- File NameRequired
- FileRequired
- Display Name
- Description
- CategoryName
- Private to Owner Company?
- Who should be notified?
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired
- ProjectRequired
- Description
- LinkRequired
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Proposal NameRequired