Proposify + Wufoo

Proposify + Wufoo integrations

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!

When this happens...
New Subscription EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Wufoo and Proposify

Discover other triggers and actions you can use with Wufoo and Proposify

- 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_hash
  Required
Action
Write
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_hash
Trigger
Instant
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- Form_hash
  Required
Action
Write
- Form_hash
  Required
- Field_title
  Required
- Search Value
  Required
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 Default Contact
Action
Write

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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Related Zap Templates

Create Proposify proposals from new Wufoo form entries

Related Zap Templates

Create Proposify proposals from new Wufoo form entries