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Proposify + Trello + Formstack Documents Integrations

How to connect Proposify + Trello + Formstack Documents

Zapier lets you send info between Proposify and Trello and Formstack Documents automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Proposify + Trello + Formstack Documents

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Proposify, Trello, and Formstack Documents. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
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  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It

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How Proposify + Trello + Formstack Documents Integrations Work

  1. Step 1: Authenticate Proposify, Trello, and Formstack Documents.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
proposify logo
proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Related categories

  • Proposal & Invoice Management
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

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formstack-documents logo

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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