Cone Integrations

Name: Zapier
Availability: InStock

Do more with Cone integrations

Zapier lets you connect Cone with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Continue with Google

No credit card required
Free forever for core features
14-day trial for premium features and apps

Or pick an app to pair with

Slack

Team Chat

Google Drive

File Management & Storage, Google

Squarespace Forms

Forms & Surveys

Gmail

Email, Google

Calendly

Scheduling & Booking

Karbon

Project Management

ActiveCampaign

Marketing Automation

Airtable

Databases

Xero

Accounting

Slack

Team Chat

Google Drive

File Management & Storage, Google

Squarespace Forms

Forms & Surveys

Gmail

Email, Google

Calendly

Scheduling & Booking

Karbon

Project Management

Slack

Team Chat

Google Drive

File Management & Storage, Google

Squarespace Forms

Forms & Surveys

Gmail

Email, Google

Calendly

Scheduling & Booking

Karbon

Project Management

ActiveCampaign

Marketing Automation

Airtable

Databases

Xero

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Cone integrations with Zapier's templates

Create new Google Drive folders for every accepted proposal in Cone
Details
Try it
Cone + Google Drive
Convert new Cone clients into customers on QuickBooks Online
Premium
Details
Try it
Cone + QuickBooks Online
Create new TaxDome accounts when clients are created in Cone
Details
Try it
Cone + TaxDome
Create individual prospects in Cone from newly created leads in Seamlss
Details
Try it
Seamlss + Cone
Create new Karbon organization contacts from accepted proposals in Cone
Details
Try it
Cone + Karbon
Create new Xama Hub clients from accepted proposals in Cone
Details
Try it
Cone + Xama Hub

Create new Google Drive folders for every accepted proposal in Cone

Details

Try it

Cone + Google Drive

Convert new Cone clients into customers on QuickBooks Online

Details

Try it

Cone + QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Details

Try it

Cone + TaxDome

Create individual prospects in Cone from newly created leads in Seamlss

Details

Try it

Seamlss + Cone

Create new Karbon organization contacts from accepted proposals in Cone

Details

Try it

Cone + Karbon

Create new Xama Hub clients from accepted proposals in Cone

Details

Try it

Cone + Xama Hub

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.

Client Converted to Customer
Triggers when a prospect is converted to customer.
Trigger
Instant
Try It
Client Request Completed
Triggers when a client request is completed
Trigger
Instant
Try It
Client Request Sent
Triggers when a client request is sent
Trigger
Instant
Try It
Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
Try It
Invoice Finalized
Triggers when invoice is finalized or created in final state.
Trigger
Instant
Try It

Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
Try It
Project Created
Triggers when a project is created manually
Trigger
Instant
Try It

Project Edited
Triggers when a project is edited
Trigger
Instant
Try It
Project Overdue
Triggers when a project is overdue
Trigger
Instant
Try It
Proposal Created
Triggers when proposal is saved for the first time.
Trigger
Instant
Try It
Proposal Published
Triggers when a proposal is published
Trigger
Instant
Try It
Task Completed
Triggers when an internal task is completed
Trigger
Instant
Try It
Task Overdue
Triggers when an internal task is overdue
Trigger
Instant
Try It
- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Contact First Name
  Required
- Contact Middle Name
- Contact Last Name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write

Client Created
Triggers when a Client is created.
Trigger
Instant
Try It
Client Request Created
Triggers when a client request is created
Trigger
Instant
Try It
Client Updated
Triggers when a Client is updated.
Trigger
Instant
Try It
Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Invoice Written Off
Triggers when an invoice is written off.
Trigger
Instant
Try It
Project Created From Recurring Rule
Triggers when a project is created from recurring role
Trigger
Instant
Try It
Project Ended
Triggers when a project is ended
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted (signed by all signatories).
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
Try It
Proposal Revoked
Triggers when a proposal is revoked.
Trigger
Instant
Try It
Task Created
Triggers when an internal task is created
Trigger
Instant
Try It
- Business Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact Last name
  Required
- Contact Phone
- Contact Email
  Required
- Is Primary
  Required
Action
Write
- Type
  Required
- First Name
- Middle Name
- Last Name
- Client Type
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Middle Name
- Email
  Required
- Phone
- Is Primary
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Contact First Name
  Required
- Contact Middle Name
- Contact last name
  Required
- Contact Email
  Required
- Contact Phone
- Is Primary
  Required
Action
Write

Cone Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Cone

Cone Unified Proposals and Practice Management Software

HelpHelp

Related categories

Accounting

Cone Integrations

Do more with Cone integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Cone integrations with Zapier's templates

Create new Google Drive folders for every accepted proposal in Cone

Convert new Cone clients into customers on QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Create individual prospects in Cone from newly created leads in Seamlss

Create new Karbon organization contacts from accepted proposals in Cone

Create new Xama Hub clients from accepted proposals in Cone

Create new Google Drive folders for every accepted proposal in Cone

Convert new Cone clients into customers on QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Create individual prospects in Cone from newly created leads in Seamlss

Create new Karbon organization contacts from accepted proposals in Cone

Create new Xama Hub clients from accepted proposals in Cone

Supported triggers and actions

Cone Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Cone Integrations

Popular Cone Integrations

Cone Integrations

Do more with Cone integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new Google Drive folders for every accepted proposal in Cone

Convert new Cone clients into customers on QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Create individual prospects in Cone from newly created leads in Seamlss

Create new Karbon organization contacts from accepted proposals in Cone

Create new Xama Hub clients from accepted proposals in Cone

Create new Google Drive folders for every accepted proposal in Cone

Convert new Cone clients into customers on QuickBooks Online

Create new TaxDome accounts when clients are created in Cone

Create individual prospects in Cone from newly created leads in Seamlss

Create new Karbon organization contacts from accepted proposals in Cone

Create new Xama Hub clients from accepted proposals in Cone

Cone Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Cone Integrations

Popular Cone Integrations

Connect Your App Accounts to Zapier