Proposify + Teamwork

Create Teamwork projects from won proposals in Proposify

When this happens
Step 1: Proposal Won
Then do this
Step 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

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

What You Need

Proposify account
Teamwork account

Try this template

Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant

Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant

Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant

Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
Proposify
Creates a new client.
Scheduled
Action
Proposify
Creates a new proposal.
Scheduled
Action
Teamwork
Triggered when you add a new calendar event.
Instant
Trigger
Teamwork
Triggered when a calendar event reminder is sent.
Instant
Trigger
Teamwork
Triggered when you add a new card.
Instant
Trigger
Teamwork
Triggered when you add a new column.
Instant
Trigger
Teamwork
Triggered when you add a new comment.
Instant
Trigger
Teamwork
Triggered when you add a new company.
Instant
Trigger
Teamwork
Triggered when you add a new expense.
Instant
Trigger
Teamwork
Triggered when you add a new file.
Instant
Trigger
Teamwork
Triggered when you add a new invoice.
Instant
Trigger
Teamwork
Triggered when you add a new link.
Instant
Trigger
Teamwork
Triggered when you add a new message.
Instant
Trigger
Teamwork
Triggered when you add a new message reply.
Instant
Trigger
Teamwork
Triggered when you add a new milestone.
Instant
Trigger
Teamwork
Triggered when you add a new notebook.
Instant
Trigger
Teamwork
Triggered when you add a new person.
Instant
Trigger
Teamwork
Triggered when you add a new project.
Instant
Trigger
Teamwork
Triggered when a project is updated or deleted.
Instant
Trigger
Teamwork
Triggered when you add a new risk.
Instant
Trigger
Teamwork
Triggered when you add a new status.
Instant
Trigger
Teamwork
Triggered when you add a new task.
Instant
Trigger
Teamwork
Triggered when you add a new task list.
Instant
Trigger
Teamwork
Triggered when a task is updated or deleted.
Instant
Trigger
Teamwork
Triggered when you add a new time entry.
Instant
Trigger
Teamwork
Adds a task list from a template to the selected project.
Scheduled
Action
Teamwork
Creates a new calendar event.
Scheduled
Action
Teamwork
Creates a new calendar event type.
Scheduled
Action
Teamwork
Creates a new column.
Scheduled
Action
Teamwork
Creates a new company.
Scheduled
Action
Teamwork
Creates a new expense.
Scheduled
Action
Teamwork
Creates a new file category.
Scheduled
Action
Teamwork
Creates a new file comment.
Scheduled
Action
Teamwork
Uploads a file to a project.
Scheduled
Action
Teamwork
Creates a new invoice.
Scheduled
Action
Teamwork
Creates a new link category.
Scheduled
Action
Teamwork
Creates a new link comment.
Scheduled
Action
Teamwork
Creates a new link.
Scheduled
Action
Teamwork
Marks a task complete.
Scheduled
Action
Teamwork
Creates a new message category.
Scheduled
Action
Teamwork
Creates a new message.
Scheduled
Action
Teamwork
Creates a new message reply.
Scheduled
Action
Teamwork
Creates a new milestone comment.
Scheduled
Action
Teamwork
Creates a new milestone.
Scheduled
Action
Teamwork
Moves a board card.
Scheduled
Action
Teamwork
Creates a new notebook category.
Scheduled
Action
Teamwork
Creates a new notebook comment.
Scheduled
Action
Teamwork
Creates a new notebook.
Scheduled
Action
Teamwork
Creates a new person.
Scheduled
Action
Teamwork
Creates a new project category.
Scheduled
Action
Teamwork
Creates a new project.
Scheduled
Action
Teamwork
Adds people to a project.
Scheduled
Action
Teamwork
Creates a new status.
Scheduled
Action
Teamwork
Creates a new task comment.
Scheduled
Action
Teamwork
Creates a new task.
Scheduled
Action
Teamwork
Creates a new task list.
Scheduled
Action
Teamwork
Creates new time entry on a project.
Scheduled
Action
Teamwork
Creates new time entry on a task.
Scheduled
Action
Teamwork
Updates an existing task.
Scheduled
Action
Teamwork
Finds a calendar event by searching.
Scheduled
Action
Teamwork
Finds a column by searching.
Scheduled
Action
Teamwork
Finds a company by searching.
Scheduled
Action
Teamwork
Finds a file comment by searching.
Scheduled
Action
Teamwork
Finds a file by searching.
Scheduled
Action
Teamwork
Finds a link comment by searching.
Scheduled
Action
Teamwork
Finds a link by searching.
Scheduled
Action
Teamwork
Finds a message by searching.
Scheduled
Action
Teamwork
Finds a milestone comment by searching.
Scheduled
Action
Teamwork
Finds a milestone by searching.
Scheduled
Action
Teamwork
Finds a notebook comment by searching.
Scheduled
Action
Teamwork
Finds a notebook by searching.
Scheduled
Action
Teamwork
Finds a person by searching.
Scheduled
Action
Teamwork
Finds a project by searching.
Scheduled
Action
Teamwork
Finds a task comment by searching.
Scheduled
Action
Teamwork
Finds a task list by searching.
Scheduled
Action
Teamwork
Finds a task by searching.
Scheduled
Action
Teamwork
Finds a calendar event by searching.
Scheduled
Action
Teamwork
Finds a column by searching.
Scheduled
Action
Teamwork
Finds a company by searching.
Scheduled
Action
Teamwork
Finds a file comment by searching.
Scheduled
Action
Teamwork
Finds a file by searching.
Scheduled
Action
Teamwork
Finds a link comment by searching.
Scheduled
Action
Teamwork
Finds a link by searching.
Scheduled
Action
Teamwork
Finds a message by searching.
Scheduled
Action
Teamwork
Finds a milestone comment by searching.
Scheduled
Action
Teamwork
Finds a milestone by searching.
Scheduled
Action
Teamwork
Finds a notebook comment by searching.
Scheduled
Action
Teamwork
Finds a notebook by searching.
Scheduled
Action
Teamwork
Finds a person by searching.
Scheduled
Action
Teamwork
Finds a project by searching.
Scheduled
Action
Teamwork
Finds a task comment by searching.
Scheduled
Action
Teamwork
Finds a task list by searching.
Scheduled
Action
Teamwork
Finds a task by searching.
Scheduled
Action

About Proposify

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

Learn More

Related categories

Proposal & Invoice Management

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

Learn More