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Set up your first integration
Quickly connect GoProposal to Xama Hub with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate GoProposal with Xama Hub - no code necessary. See how you can get setup in minutes.
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.
- Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItTriggerInstant - Proposal Won
Triggers when a proposal is won.
Try ItTriggerInstant - Client IdRequired
- Contact First NameRequired
- Contact Middle Name
- Contact Last NameRequired
- Contact EmailRequired
- Contact Phone
- Contact Street
- Contact City
- Contact Postcode
- Contact Country Code
ActionWrite
- Proposal Created
Triggers when a new live proposal is created.
Try ItTriggerInstant - Client NameRequired
- 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
ActionWrite- Name or Email AddressRequired
ActionSearch
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