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Create Teamwork projects from won proposals in Proposify

  1. When this happensStep 1: Proposal Won

  2. Then do thisStep 2: Create Project

Speed things up and automatically create new projects when you win a proposal. Use this automation, and each time a new proposal is won in Proposify, Zapier will create a new project in Teamwork. Get started right away and create the path to deliver a great service.

How It Works

  1. A proposal is won in Proposify
  2. Zapier creates a new project in Teamwork

What You Need

  • Proposify account
  • Teamwork account
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Connect Proposify + Teamwork Projects in Minutes

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

All Triggers & Actions

InstantClient Commented on a Proposal

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

InstantProposal Created

Triggers when a proposal is created.

InstantProposal Sent

Triggers when a proposal is sent or marked as sent by a user.

InstantProposal Viewed

Triggers when a proposal is viewed by a client.

InstantProposal Reminder Sent

Triggers when a proposal reminder is sent or marked as sent by a user.

InstantClient Created

Triggers when a user creates a new client.

InstantProposal Lost

Triggers when a Proposal is declined by a client.

InstantProposal Signed

Triggers when a proposal is signed by a client.

InstantProposal Won

Triggers when a proposal is accepted by a client.

Create Calendar Event

Creates a new calendar event.

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