Proposify + Upcall

Create Upcall contacts from new Proposify proposals

Upcall will call your leads to follow-up with them after a proposal. With this Zapier integration you can have your Upcall contacts merged with Proposify. Set it up, and Zapier will automatically generating new Upcall contacts from your Proposify proposals.

When this happens...
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
TriggerInstant
automatically do this!
Add Contact
Add a Contact to a campaign and call it.
ActionWrite

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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
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It

- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Status
- CampaignRequired
Trigger
Scheduled
Try It

- CampaignRequired
- Phone NumberRequired
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Write
- CampaignRequired
- Name
- Email
- Phone Number
- Status
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
Try It
- 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
Action
Write
- Status
- CampaignRequired
Trigger
Scheduled
Try It
- Status
- CampaignRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
- Phone Number
- Status
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Write
- CampaignRequired
- Name
- Email
- Phone Number
- Status
- Phone NumberRequired
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Search or write

About Proposify

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

Learn more

Related categories

Proposal & Invoice Management

About Upcall

Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

By team

Proposify + Upcall

Create Upcall contacts from new Proposify proposals

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

New Contacts Created

Status

CampaignRequired

Add Contact

CampaignRequired

Phone NumberRequired

Phone Number Extension

First Name

Last Name

Notes

Title

Company Name

Email Address

Website

Address - Street Line 1

Address - City

Address - State

Address - Postal / ZIP Code

Address - Country

Custom Fields

Find Contact

CampaignRequired

Name

Email

Phone Number

Status

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 Calls

Status

CampaignRequired

New Results

Status

CampaignRequired

Update Contact

CampaignRequired

ContactRequired

Phone Number

Status

Phone Number Extension

First Name

Last Name

Notes