Proposify + Typeform Integrations

How to connect Proposify + Typeform

Zapier lets you send info between Proposify and Typeform automatically—no code required.

When this happens...

Client Commented on a Proposal

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

automatically do this!

Create an Empty Form

Creates a new empty form.

Popular Proposify + Typeform workflows

Our most popular Zap! arrow pointing down

Create new Proposify clients from new Typeform form entries
Typeform + Proposify
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Client
See Zap details Try it
Create new Proposify clients from new Typeform form entries
Create new Proposify clients from new Typeform form entries
Typeform + Proposify

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
Typeform
Triggers when a form is submitted.
Instant
Trigger
Typeform
Creates a new empty form.
Scheduled
Action
Typeform
Duplicates an existing form
Scheduled
Action
Typeform
Update Dropdown, Multiple Choice or Ranking Question Options
Scheduled
Action
Typeform
Looks up responses for a given criteria.
Scheduled
Action

How Proposify + Typeform Integrations Work

Step 1: Authenticate Proposify + Typeform.
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.

Connect apps

Connect Proposify + Typeform

About Proposify

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

Learn More

Related categories

Proposal & Invoice Management

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc... Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn More