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Quickly connect Proposify to Wufoo with a Zapier template.

Our most popular template

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

Details

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Wufoo + Proposify

Create Proposify proposals from new Wufoo form entries

Details

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Wufoo + Proposify

How Zapier works

Zapier makes it easy to integrate Proposify with Wufoo - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Commented on a Proposal" from Proposify.

Add your action

An action happens after the trigger—such as "Create Entry (Legacy)" in Wufoo.

You’re connected!

Zapier seamlessly connects Proposify and Wufoo, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Proposify to Wufoo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Proposify and Wufoo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Form
  Required
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Form
  Required
Action
Write
- Form
  Required
- Field_title
  Required
- Estimated Value
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 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 Primary Person
Action
Write
- Form
  Required
Trigger
Polling
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New Form
Triggers when you build a new form.
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Form
  Required
Action
Write

Learn how to automate Wufoo on the Zapier blog

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Related categories

Proposal & Invoice Management

About Wufoo

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

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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Connect Proposify and Wufoo to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Connect Proposify and Wufoo to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Wufoo on the Zapier blog

5 ways to automate Wufoo with Zapier

Connect Proposify to Wufoo on the world's largest no-code automation platform

Explore Proposify + Wufoo Integrations

Explore Proposify + Wufoo Integrations