Create integrations between PSOhub and Proposify to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Contract Line
Triggers when a new contract line is added to an active project.
Try ItAccount e-mailRequired
ProjectRequired
LineIDRequired
Role
Date & time fromRequired
Date & time until
HoursRequired
MinutesRequired
Description
Client Created
Triggers when a user creates a new client.
Try ItProposal Lost
Triggers when a Proposal is declined by a client.
Try It
New Active Project
Triggers when a project is set to active.
Try ItClient Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try It