Proposify + Wufoo Integrations

How to connect Proposify + Wufoo

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Popular Proposify + Wufoo workflows

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Create Proposify clients from Wufoo form entries
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Wufoo + Proposify
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Client
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Create Proposify clients from Wufoo form entries
Create Proposify clients from Wufoo form entries
Wufoo + Proposify
Create Proposify proposals from new Wufoo form entries
Try it
Wufoo + Proposify
More details
When this happens
Step 1: New Entry (poll)
Then do this
Step 2: Create Proposal
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Create Proposify proposals from new Wufoo form entries
Create Proposify proposals from new Wufoo form entries
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
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
Proposify
Creates a new client.
Scheduled
Action
Proposify
Creates a new proposal.
Scheduled
Action
Wufoo
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
Scheduled
Trigger
Wufoo
Triggers when a new field is added to a form.
Scheduled
Trigger
Wufoo
Triggers when you build a new form.
Scheduled
Trigger
Wufoo
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
Instant
Trigger
Wufoo
Triggers when someone fills out your form.
Instant
Trigger
Wufoo
Creates a new entry in Wufoo for a form and data you select (except not files).
Scheduled
Action
Wufoo
Creates a new entry in Wufoo for a form and data you select.
Scheduled
Action
Wufoo
Find a form submission by a field and its value.
Scheduled
Action

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.