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Proposify + Typeform

Create new Proposify clients from new Typeform form entries

Typeform is a key tool in your digital tool belt and Proposify is your go-to software for closing those ever flowing deals. Together they create an unbeatable team. With this Zapier integration, you can now create new Proposify clients from entries made in Typeform. Just build a Typeform form, and whenever it's filled out, Zapier will use that data to add new clients to your Proposify account.

Typeform is a key tool in your digital tool belt and Proposify is your go-to software for closing those ever flowing deals. Together they create an unbeatable team. With this Zapier integration, you can now create new Proposify clients from entries made in Typeform. Just build a Typeform form, and whenever it's filled out, Zapier will use that data to add new clients to your Proposify account.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • 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

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

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

    Trigger
    Instant
    Try It
    • 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.

    • 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)

    Action
    Search
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
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proposify logo

About Proposify

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

Related categories

  • Proposal & Invoice Management
typeform logo

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