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
- Win a proposal in Proposify
- Zapier creates a new invoice in Zoho Invoice
What You Need
- Proposify account
- Zoho Invoice account
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Triggers when a proposal is accepted by a client.
Creates a new client.
Triggers when a client has left a comment on the client view.
Creates a new proposal.
Triggers when a proposal is created.
Creates a new point of contact for a specific contact.
Triggers when a new Contact is added.
Creates a new contact.
Trigger on a new invoice (with line item support).
Creates a new invoice.
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