Proposify + Zenkit

Proposify + Zenkit integrations

Create Zenkit items from new won Proposify proposals

Do you use Zenkit as a project management software and Proposify as a proposal software, but can't work productively due to extra time spent on keeping data synced? This Zapier integration will automatically create a new Zenkit item when a new proposal is accepted by clients in Proposify. In this way, you can conduct your further project management actions accordingly and improve your workflow!

When this happens...
Proposal WonTriggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Create ItemCreates a new item.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Proposify and Zenkit

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

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It

- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Workspace
  Required
- Collection
- Item
- Activity
  Required
Trigger
Instant
Try It

New Notification
Triggers when you have a new notification.
Trigger
Instant
Try It
- Collection
  Required
- Item
  Required
- Comment
  Required
Action
Write
- Collection
  Required
- Field
- Search Text
  Required
Action
Search
- Collection Name
  Required
Action
Search
- Collection
  Required
- Field
- Search Text
  Required
Action
Search or write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
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 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
- Collection
  Required
- Field
  Required
- Change to Value
Trigger
Instant
Try It
- Workspace
- Collection
Trigger
Instant
Try It
- Collection
  Required
Action
Write
- Collection
  Required
- Item
  Required
Action
Write
- Collection
  Required
- Item ID
  Required
Action
Search
- Collection
  Required
- Member
  Required
Action
Search
- Collection
  Required
- Item ID
  Required
Action
Search or 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.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Zenkit

Zenkit is a flexible workspace you can use to organize the things you care about, in the way that suits you best.

Learn moreLearn moreHelpHelp

Related categories

Task Management

Similar apps

Trello

Project Management

Kanban Tool

Project Management

ProjectPlace

Project Management