Proposify

Proposify + Zoho Books Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Zoho Books, with as many as 42 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Proposify + Zoho Books and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Proposal Won

Triggers when a proposal is accepted by a client.

Create Client

Creates a new client.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Create Proposal

Creates a new proposal.

Proposal Created

Triggers when a proposal is created.

Create Contact

Creates a new contact.

New Item

Triggers when a new item is created.

Create Sales Invoice

Creates a new sales invoice.

New Contact

Triggers when a new contact is created.

Create Estimate

Creates a new estimate.

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

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

See Zoho Books Integrations