Proposify + Wufoo Integrations

How to connect Proposify + Wufoo

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Create Proposify clients from Wufoo form entries
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Wufoo + Proposify
Create Proposify proposals from new Wufoo form entries
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Wufoo + Proposify

Create Proposify clients from Wufoo form entries

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Wufoo + Proposify

Create Proposify proposals from new Wufoo form entries

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Wufoo + 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
- FormRequired
Trigger
Scheduled
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- Form Hash
  Though not required, this will help us pull down the associated fields and more accurately parse file and date fields.
Trigger
Instant
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- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
Write
- Form HashRequired
- Field TitleRequired
  Choose the field to perform the search upon.
- Search ValueRequired
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
  Choose the form you'd like to watch for new entries.
Trigger
Scheduled
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New Form
Triggers when you build a new form.
Trigger
Scheduled
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- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
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- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
Write

How Proposify + Wufoo Integrations Work

Step 1: Authenticate Proposify and Wufoo.
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.

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Connect Proposify + Wufoo

About Proposify

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

Learn more

Related categories

Proposal & Invoice Management

About Wufoo

Wufoo is an easy way to create and manage HTML forms.

Learn more

Related categories

Forms & Surveys

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Proposify + Wufoo Integrations

How to connect Proposify + Wufoo

Create Proposify clients from Wufoo form entries

Create Proposify proposals from new Wufoo form entries

Create Proposify clients from Wufoo form entries

Create Proposify proposals from new Wufoo 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

New Field

FormRequired

New Entry (webhook)

Form Hash

Create Entry (Legacy)

Form HashRequired

Find a Submission

Form HashRequired

Field TitleRequired

Search ValueRequired

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 (poll)

FormRequired

New Form

New Entry

FormRequired

Create Entry

Form HashRequired

About Proposify

Related categories

About Wufoo

Related categories

Similar apps

Formstack

Jotform

Gravity Forms

Get started for free

Other Proposify + Wufoo Integrations

Other Proposify + Wufoo Integrations