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How Zapier works
Zapier makes it easy to integrate Prospero with Puzzle - 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" from Prospero.
Add your action
An action happens after the trigger—such as "Create Step" in Puzzle.
You’re connected!
Zapier seamlessly connects Prospero and Puzzle, 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
Triggers when a new proposal is created.
Try ItTriggerInstant - Open Proposal
Triggers when a new proposal is opened.
Try ItTriggerInstant - Proposals
Try ItTriggerInstant- Step NameRequired
- Step Type
- Step Status
- Step Notes
ActionWrite
- Proposals
Try ItTriggerInstant- Proposals
Try ItTriggerInstant- Proposal TypeRequired
- Proposal NameRequired
- Client NameRequired
- Client Email
- Templates
ActionWrite
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