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Proposify + Wufoo

Create Proposify clients from Wufoo form entries

Save yourself time and automatically collect new client information with this Wufoo to Proposify automation. Set it up, and each time a new form is completed in Wufoo, Zapier will create a new client in Proposify. Build your client directory and start landing new deals!

Save yourself time and automatically collect new client information with this Wufoo to Proposify automation. Set it up, and each time a new form is completed in Wufoo, Zapier will create a new client in Proposify. Build your client directory and start landing new deals!

  1. When this happens...
    WufooWufoo
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Scheduled
    Try It
  • Wufoo triggers, actions, and search

    New Form

    Triggers when you build a new form.

    Trigger
    Scheduled
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • Form HashRequired

    Action
    Write
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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
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