Try It

Create Zoho Invoices from won Proposify proposals

  1. When this happensStep 1: Proposal Won

  2. Then do thisStep 2: Create Invoice

Rather than wait, automatically create an invoice as soon you win proposals with this automation. Set it up, and each time a client accepts your proposal, Zapier will create a new invoice in Zoho Invoice. Make sure you don't miss any billable work when you add it as you go.

How It Works

  1. Win a proposal in Proposify
  2. Zapier creates a new invoice in Zoho Invoice

What You Need

  • Proposify account
  • Zoho Invoice account
Try It

Connect Proposify + Zoho Invoice in Minutes

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

All Triggers & Actions

InstantClient Commented on a Proposal

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

InstantProposal Created

Triggers when a proposal is created.

InstantProposal Sent

Triggers when a proposal is sent or marked as sent by a user.

InstantProposal Viewed

Triggers when a proposal is viewed by a client.

InstantProposal Reminder Sent

Triggers when a proposal reminder is sent or marked as sent by a user.

InstantClient Created

Triggers when a user creates a new client.

InstantProposal Lost

Triggers when a Proposal is declined by a client.

InstantProposal Signed

Triggers when a proposal is signed by a client.

InstantProposal Won

Triggers when a proposal is accepted by a client.

Create Contact

Creates a new contact.

Connect the apps you use every day

Get started with a Free account

Or
By signing up, you agree to Zapier’s Terms of Service