Proposify Legacy + VBOUT

Proposify Legacy + VBOUT integrations

Add new Proposify Legacy proposals to VBOUT contact list instantly

When a new proposal is created in Proposify Legacy, add that contact directly to your list in VBOUT. With this workflow, streamline your processes by ensuring that all contacts involved in new proposals are promptly added to your marketing list for further engagement. This automation helps you stay well-organized and efficient while providing value in maintaining up-to-date customer lists.

When this happens...
Proposal CreatedTriggers when a proposal is created.
TriggerInstant
automatically do this!
Add Contact to ListAdds a contact to a specific email list.
ActionWrite

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More things you can do with Proposify Legacy and VBOUT

Discover other triggers and actions you can use with Proposify Legacy and VBOUT

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 By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Campaign Type
  Required
Trigger
Polling
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- Choose Which List
  Required
- Choose Which Property
  Required
Trigger
Polling
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- Choose a List
  Required
- Email Address
  Required
- IP Address
- Status
  Required
Action
Write
- Email Address
  Required
- Tag Name
  Required
Action
Write
- Campaign Recipients
  Required
- Campaign Name
  Required
- Body
  Required
- From Email
  Required
- From Name
  Required
- Reply To
  Required
- Campaign Type
  Required
- Campaign Subject
  Required
Action
Write
- Email Address
  Required
- Tag Name
  Required
Action
Write
- Contact Email
  Required
- List
  Required
Action
Write

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 Name
  Required
- Last Name
  Required
- Email Address
  Required
- 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
- Choose Which List
  Required
- Choose Which Property
  Required
Trigger
Polling
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- List
  Required
Trigger
Polling
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- Social Channel
  Required
Trigger
Polling
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- Choose a List
  Required
- Status
  Required
- Email Address
Action
Write
- Contact Email
  Required
- Description
  Required
- Date
  Required
Action
Write
- List Name
  Required
Action
Write
- Message
  Required
- Social Media Channel
  Required
- Social Media Account
  Required
Action
Write
- Contact Email
  Required
- List
  Required
- New Status
- Update Field ID
- Update Field Value
Action
Write

About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

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Related categories

Proposal & Invoice Management

About VBOUT

VBOUT is a marketing platform which helps you optimize the customer journey with powerful email, social media and lead intelligence tools.

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Related categories

Marketing Automation

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