Proposify + Zendesk Sell Integrations

How to connect Proposify + Zendesk Sell

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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
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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 ByRequired
  User that is leading development of this proposal.
- Template
- Client Email AddressRequired
  The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
- Due DateRequired
  The date the proposal is due.
- Proposal NameRequired
  The name of the proposal.
- Notes
  Internal notes (your client won't see these).
- Proposal Number
- Manual Total
  Manual total of a proposal.
- Manual Tax
  Manual tax of a Proposal.
Action
Write
- Is Company?
Trigger
Scheduled
Try It

- Pipeline
- Stage
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- CompanyRequired
- Name
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the company. Existing tags are kept.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- PersonRequired
- First Name
  First name of the person.
- Last Name
  Last name of the person.
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the person. Existing tags are kept.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- DealRequired
- Name
- Primary Contact
  Choose a primary contact which will be assigned to the deal.
- Value
  Value of the new deal. Should be a number.
- Currency
- Hot
  Mark this deal as a hot deal.
- Owner
  Zendesk Sell User that the deal should be assigned to.
- Pipeline
- Stage
- Source
  Where this deal is coming from?
- Tags
  Specify the name of a tag which will be assigned to the deal. Existing tags are kept.
Action
Write
- SequenceRequired
- Resource IDRequired
  Zendesk Sell Lead that will be enrolled.
- Resource TypeRequired
- Sequence Owner ID
  That will be the user that emails will be sent by and tasks will be created for.
Action
Write
- LeadRequired
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
  Where this lead is coming from?
- Industry
- Tags
  Specify the name of a tag which will be assigned to the lead. Existing tags are kept.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
  Name of the status of the new lead.
- Owner
  Zendesk Sell User that the lead should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- NameRequired
- Description
- SKU
- Active
  Indicator of whether or not the product can be added to a deal.
- Max Discount
  Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
- Max Markup
  Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
- Unit Cost
  Cost of the product. Visible only to account administrators.
- Unit Cost Currency
  Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
- Placeholder
  Need multiple prices for different currencies? Read more about Zapier Line Items.
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Task ContentRequired
- Owner
  Zendesk Sell User that the task should be assigned to.
- Due Date
- Alert
  Date and time that Zendesk Sell should send owner of the task a reminder.
- Related to
  Leave blank for task not related to any lead, contact or deal.
Action
Write
- Contact ID
- Name
- First Name
- Last Name
- Email
- Is Company?
Action
Search
- Deal ID
- Deal Name
Action
Search
- Lead ID
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Product ID
- Product Name
- Product SKU
Action
Search
- Stage ID
  Provide either Stage ID or Stage Name.
- Stage Name
  Provide either Stage ID or Stage Name.
- Pipeline Name
Action
Search
- Company ID
- Company Name
- Email
- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the company.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Deal ID
- Deal Name
- NameRequired
- Primary ContactRequired
  Choose a primary contact which will be assigned to the deal.
- Value
  Value of the new deal. Should be a number.
- Currency
- Hot
  Mark this deal as a hot deal.
- Owner
  Zendesk Sell User that the deal should be assigned to.
- Pipeline
- Stage
- Source
  Where this deal is coming from?
- Tags
  Specify the name of a tag which will be assigned to the deal.
Action
Search or write
- Product ID
- Product Name
- Product SKU
- NameRequired
- Description
- SKU
- Active
  Indicator of whether or not the product can be added to a deal.
- Max Discount
  Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
- Max Markup
  Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
- Unit Cost
  Cost of the product. Visible only to account administrators.
- Unit Cost Currency
  Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
- Placeholder
  Need multiple prices for different currencies? Read more about Zapier Line Items.
- Unit PriceRequired
- CurrencyRequired
Action
Search or write

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
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
  The first name of your client.
- Last NameRequired
  The last name of your client.
- Email AddressRequired
  The email address of your client.
- Company Name
  The name of the company your client works for.
- Title
  The title of your client.
- Office Number
- Mobile Number
- Address Line 1
  This field will be ignored if no company name is specified.
- Address Line 2
  This field will be ignored if no company name is specified.
- City
  This field will be ignored if no company name is specified.
- Client Website Url
  This field will be ignored if no company name is specified.
- Zip/Postal Code
  This field will be ignored if no company name is specified.
- State
  The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
- Country
  The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
- Is Default Contact
  Denotes whether or not this person is the default contact for this company. Defaults to No.
Action
Write
- Is Company?
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Scheduled
Try It
Updated Lead
Triggers when an existing lead is updated.
Trigger
Scheduled
Try It
New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Trigger
Scheduled
Try It
- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the company.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- First Name
  First name of the person.
- Last NameRequired
  Last name of the person.
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the person.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- NameRequired
- Primary ContactRequired
  Choose a primary contact which will be assigned to the deal.
- Value
  Value of the new deal. Should be a number.
- Currency
- Hot
  Mark this deal as a hot deal.
- Owner
  Zendesk Sell User that the deal should be assigned to.
- Pipeline
- Stage
- Source
  Where this deal is coming from?
- Tags
  Specify the name of a tag which will be assigned to the deal.
Action
Write
- Resource IDRequired
- Resource TypeRequired
- Sequence ID
  If you leave it blank, this will stop all currently active sequences for that object.
Action
Write
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
  Where this lead is coming from?
- Industry
- Tags
  Specify the name of a tag which will be assigned to the lead.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
  Name of the status of the new lead.
- Owner
  Zendesk Sell User that the lead should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- ContentRequired
- Related toRequired
  Note must be related to a lead, person, company or deal
Action
Write
- ProductRequired
- NameRequired
- Description
- SKU
- Active
  Indicator of whether or not the product can be added to a deal.
- Max Discount
  Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
- Max Markup
  Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
- Unit Cost
  Cost of the product. Visible only to account administrators.
- Unit Cost Currency
  Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
- Placeholder
  Need multiple prices for different currencies? Read more about Zapier Line Items.
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Company ID
- Company Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
Action
Search
- Source ID
- Source Name
Action
Search
- Source ID
- Source Name
Action
Search
- Sequence ID
- Sequence Name
Action
Search
- User ID
- Full Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
- First Name
  First name of the person.
- Last NameRequired
  Last name of the person.
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the person.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Lead ID
- Company Name
- First Name
- Last Name
- Email
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
  Where this lead is coming from?
- Industry
- Tags
  Specify the name of a tag which will be assigned to the lead.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
  Name of the status of the new lead.
- Owner
  Zendesk Sell User that the lead should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write

How Proposify + Zendesk Sell Integrations Work

Step 1: Authenticate Proposify and Zendesk Sell.
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.

Connect apps

Connect Proposify + Zendesk Sell

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Learn more

Related categories

Proposal & Invoice Management

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Learn more

Related categories

CRM (Customer Relationship Management)

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Proposify + Zendesk Sell Integrations

How to connect Proposify + Zendesk Sell

Connect your apps and automate workflows

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Led ByRequired

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

Updated Contact

Is Company?

Deal Enters New Stage

Pipeline

Stage

New Lead

New Note

Related to

New Task

Related to

Update Company

CompanyRequired

Name

Parent Company

Email

Work Number

Mobile Number

Industry

Tags

Street

City

Zip/Post Code

State or Region

Country

Owner

Website

Skype

Facebook

Twitter

LinkedIn

Fax

Description

Update Person

PersonRequired

First Name

Last Name

Title

Company