1.Detects proposal won
Integrate Proposify and workflow triggers to detect proposal won events and start the W-9 request process.
Send W‑9 request after signed partner proposal closes
Automatically monitor proposal won events across Proposify and email communications in Microsoft Outlook. Request completed W-9 submissions and deliver the signed proposal to accounting when approvals close—so you can reduce follow-up delays, speed vendor setup, and prevent missing tax paperwork without manual chasing.
How this automation speeds up vendor setup
When partner proposals close without W-9 requests, vendor setup stalls and tax collection gets delayed. This automation pulls signed proposal details, filters for the right partner and owner, and sends the W-9 request email to accounting—so your team can complete setups faster.
Proposify Legacyor swap with your favorite app
2.Pulls metadata and signed PDF
Integrate Proposify and document extraction to pull proposal metadata and signed proposal PDF for the outbound request.
3.Continues only for qualifying partners
Integrate Filter by Zapier and routing rules to continue only when partner type and owner matches are configured.
Filter by Zapieror swap with your favorite app
4.Sends W-9 request email
Integrate Microsoft Outlook and email templates to send the W-9 request, attach the signed proposal PDF, and include a secure upload link placeholder.
Microsoft Outlookor swap with your favorite app
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Accelerate client document intake with automated request sending, file routing, and completion alerts
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