Proposify Integrations

Proposal & Invoice Management

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Slack

Team Chat

ActiveCampaign

Marketing Automation

Formatter by Zapier

Documents, Zapier

Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Webhooks by Zapier

Developer Tools, Zapier

Slack

Team Chat

ActiveCampaign

Marketing Automation

Formatter by Zapier

Documents, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Slack

Team Chat

ActiveCampaign

Marketing Automation

Formatter by Zapier

Documents, Zapier

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Webhooks by Zapier

Developer Tools, Zapier

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Quickly automate Proposify integrations with Zapier's templates

Send new Slack messages for newly won Proposify proposals
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Proposify + Slack
Create PDFs in Google Drive from won Proposify proposals
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Proposify + Google Drive
Send new Slack messages when a Proposify proposals are viewed
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Proposify + Slack
Save Proposify won proposals to Dropbox
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Proposify + Dropbox
Share Proposify won proposals in Slack
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Proposify + Slack
Create new QuickBooks Online customers from newly won Proposify proposals
Premium
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Proposify + QuickBooks Online

Send new Slack messages for newly won Proposify proposals

Proposify + Slack

Create PDFs in Google Drive from won Proposify proposals

Proposify + Google Drive

Send new Slack messages when a Proposify proposals are viewed

Proposify + Slack

Save Proposify won proposals to Dropbox

Proposify + Dropbox

Share Proposify won proposals in Slack

Proposify + Slack

Create new QuickBooks Online customers from newly won Proposify proposals

Premium

Proposify + QuickBooks Online

Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
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Proposal Created
Triggers when a proposal is created.
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
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Proposal Viewed
Triggers when a proposal is viewed by a client.
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
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- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Email AddressRequired
- 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

About Proposify

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

Related categories

Proposal & Invoice Management

Popular Proposify Integrations