Proposify + Teamwork Integrations
How to connect Proposify + Teamwork
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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
User that is leading development of this proposal.
Template
Client Email AddressRequired
The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
Due DateRequired
The date the proposal is due.
Proposal NameRequired
The name of the proposal.
Notes
Internal notes (your client won't see these).
Proposal Number
Manual Total
Manual total of a proposal.
Manual Tax
Manual tax of a Proposal.
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
Choose the project to which this task list template will be added.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
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
Name to display instead of File Name.
Description
Category Name
Private
Notify
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
MessageRequired
BodyRequired
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Post as Another User
Only Site Admins can post a message on behalf of another user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
Reminder
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
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.Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
TaskRequired
Start Date and TimeRequired
Duration HoursRequired
Duration MinutesRequired
Description
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
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 foundSearch ForRequired
Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Tags
Post as Another User
Only Site Admins can post a message on behalf of another user
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
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 foundTitleRequired
ProjectRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
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 foundSearch ForRequired
Description
Add Selected Users to this Project
Project Owner
Company
Select the company if different than the owner company.
Name of New Company to Create
If the company does not exist, enter the name of the new company to create.
Start Date
End Date
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 foundSearch ForRequired
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
The first name of your client.
Last NameRequired
The last name of your client.
Email AddressRequired
The email address of your client.
Company Name
The name of the company your client works for.
Title
The title of your client.
Office Number
Mobile Number
Address Line 1
This field will be ignored if no company name is specified.
Address Line 2
This field will be ignored if no company name is specified.
City
This field will be ignored if no company name is specified.
Client Website Url
This field will be ignored if no company name is specified.
Zip/Postal Code
This field will be ignored if no company name is specified.
State
The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
Country
The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
Is Default Contact
Denotes whether or not this person is the default contact for this company. Defaults to No.
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.TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
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
NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ExpenseRequired
Description
DateRequired
CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Invoice No./IDRequired
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.Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
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
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Tags
Post as Another User
Only Site Admins can post a message on behalf of another user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Destination Column IDRequired
Old Column ID
Enter the old column ID to include details of that column in the response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Add Selected Users to this Project
Project Owner
Company
Select the company if different than the owner company.
Name of New Company to Create
If the company does not exist, enter the name of the new company to create.
Start Date
End Date
Category
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
StatusRequired
Notify Everyone in Owner Company?
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 ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Only Site Admins can create a task on behalf of another user
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Priority
Board Column
Tags
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Desk Ticket ID
Entering a ticket ID (from a Teamwork Desk trigger) will link this new task to the Teamwork Desk ticket.
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
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
Content
Description
Start Date
Due Date
Who is responsible?
Notify
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Priority
Board Column
Tags
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Desk Ticket ID
Entering a ticket ID (from a Teamwork Desk trigger) will link this new task to the Teamwork Desk ticket.
Allow Update to Completed Task
Default behavior will prevent updates to a completed task. Select "yes" to override this.
Fire Webhooks after Update
Default behavior will fire webhooks after update. Select "no" to suppress webhooks for this event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
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 foundNameRequired
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 foundSearch ForRequired
ProjectRequired
File NameRequired
FileRequired
Display Name
Name to display instead of File Name.
Description
Category Name
Private
Notify
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 foundTitleRequired
ProjectRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Use custom value "ALL" to notify everyone on project.
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
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 foundSearch ForRequired
Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company"
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Only Site Admins can create a task on behalf of another user
Private to Owner Company?
Default privacy is everybody on project. Selecting "yes" will set the privacy to only the project users in the owner company.
Who can see it?
Specifying users here will override "Private to Owner Company".
Priority
Board Column
Tags
Attach Existing File
Attach New File
File Name for New File
If attaching a new file, you must specify a file name.
Desk Ticket ID
Entering a ticket ID (from a Teamwork Desk trigger) will link this new task to the Teamwork Desk ticket.
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
How Proposify + Teamwork Integrations Work
- Step 1: Authenticate Proposify and Teamwork.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.