Proposify + Typeform Integrations

How to connect Proposify + Typeform

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Create new Proposify clients from new Typeform form entries
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Typeform + Proposify

Create new Proposify clients from new Typeform form entries

Details

Try it

Typeform + Proposify

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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
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- 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.
Action
Write
- title of your formRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write

- Form To Update Question inRequired
- Please provide list of choices
Action
Write
- FormRequired
- responses submitted since the specified date and time.
  Limit request to responses submitted since the specified date and time. Could be passed as int (timestamp in seconds) or in ISO 8601 format, UTC time, to the second, with T as a delimiter between the date and time
- responses submitted until the specified date and time.
  Limit request to responses submitted until the specified date and time. Could be passed as int (timestamp in seconds) or in ISO 8601 format, UTC time, to the second, with T as a delimiter between the date and time. NOTE: until must be after since if both parameters are specified
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- 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.
Action
Write
- FormRequired
Trigger
Instant
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- Form To DuplicateRequired
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Api Docs Info
  API docs for Typeform are located here https://www.typeform.com/help/data-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

How Proposify + Typeform Integrations Work

Step 1: Authenticate Proposify and 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

Typeform Tutorials

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

Related categories

Forms & Surveys

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Proposify + Typeform Integrations

How to connect Proposify + Typeform

Create new Proposify clients from new Typeform form entries

Create new Proposify clients from new Typeform form entries

Connect your apps and automate workflows

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Led ByRequired

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

Create an Empty Form

title of your formRequired

Choose Workspace To Create This Form In, leave it blank for default workspace

Update Dropdown, Multiple Choice or Ranking Question Options

Form To Update Question inRequired

Please provide list of choices

Lookup Responses

FormRequired

responses submitted since the specified date and time.

responses submitted until the specified date and time.

search for responses that include the specified string.

search for responses that are complete.

maximum number of responses to fetch (default: 25, max: 1000)

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

First NameRequired

Last NameRequired

Email AddressRequired

Company Name

Title

Office Number

Mobile Number

Address Line 1

Address Line 2

City

Client Website Url

Zip/Postal Code

State

Country

Is Default Contact

New Entry

FormRequired

Duplicates an Existing Form

Form To DuplicateRequired

Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

Title of Your Duplicate Form (leave blank for same title)

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Typeform Tutorials

How to add leads from Typeform to Salesforce

Connect Typeform to Google Sheets and automatically add responses to a spreadsheet

About Proposify

Related categories

About Typeform

Related categories

Similar apps

Wufoo

Formstack

Jotform

Get started for free

Other Proposify + Typeform Integrations