Proposify + Xero + Ontraport Integrations
How to connect Proposify + Xero + Ontraport
Zapier lets you send info between Proposify and Xero and Ontraport automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Proposify + Xero + Ontraport
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Proposify, Xero, and Ontraport. And don’t forget that you can add more apps and actions to create complex workflows.
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
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How Proposify + Xero + Ontraport Integrations Work
- Step 1: Authenticate Proposify, Xero, and Ontraport.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.
About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
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About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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About Ontraport
An all-in-one business and marketing platform designed for information marketers, experts, and coaches.
