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Zapier makes it easy to integrate GoProposal with Xama Hub - no code necessary. See how you can get setup in minutes.

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GoProposal logo
GoProposal
GoProposal logo
GoProposal
1. Choose trigger event
Xama Hub logo
Xama Hub
Xama Hub logo
Xama Hub
2. Choose action
GoProposal logo
1. Select the event
Setup
Test
GoProposal logo
GoProposal
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Draft Proposal Created" from GoProposal.

Add your action

An action happens after the trigger—such as "Create Client" in Xama Hub.

You’re connected!

Zapier seamlessly connects GoProposal and Xama Hub, automating your workflow.

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.

  • GoProposal triggers, actions, and search
    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
  • GoProposal triggers, actions, and search
    Proposal Won

    Triggers when a proposal is won.

    Trigger
    Instant
    Try It
    • Client Id
      Required
    • Contact First Name
      Required
    • Contact Middle Name
    • Contact Last Name
      Required
    • Contact Email
      Required
    • Contact Phone
    • Contact Street
    • Contact City
    • Contact Postcode
    • Contact Country Code
    Action
    Write
  • GoProposal triggers, actions, and search
    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
    • Client Name
      Required
    • Registration Number
    • Primary Contact First Name
    • Primary Contact Middle Name
    • Primary Contact Last Name
    • Primary Contact Email
    • Primary Contact Phone
    • Primary Contact Street
    • Primary Contact City
    • Primary Contact Postcode
    • Primary Contact Country Code
    Action
    Write
    • Name or Email Address
      Required
    Action
    Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect GoProposal and Xama Hub to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your GoProposal to Xama Hub integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
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Related categories
Proposal & Invoice Management
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About Xama Hub
Xama Hub enables the streamlined onboarding of customers through the automation of identity verification and anti money laundering checks.
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Related categories
Accounting

Connect GoProposal to Xama Hub on the world's largest no-code automation platform

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