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Proposify + Workiz Integrations

How to connect Proposify + Workiz

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Supported triggers and actions

What does this mean?

How Proposify + Workiz Integrations Work

  1. Step 1: Authenticate Proposify and Workiz.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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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
workiz logo
workiz logo

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Related categories

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