Proposify
When this happens...
ProposifyProposal Won
Then do this...
Zoho InvoiceCreate 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Proposify + Zoho Invoice 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 Person

Creates a new point of contact for a specific contact.

New Contact

Triggers when a new Contact is added.

Create Contact

Creates a new contact.

New Invoice

Trigger on a new invoice (with line item support).

Create Invoice

Creates a new invoice.

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

Learn More

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

See Zoho Invoice Integrations

Connect Proposify + Zoho Invoice

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