Put GoProposal to work with AI and enterprise-grade automation
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Or pick an app to pair with
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Xero
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Pixie
CRM (Customer Relationship Management)
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SharpSpring
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Dropbox
File Management & Storage
Double HQ
Accounting
Microsoft Outlook
Calendar, Email, Microsoft
Stripe
Payment Processing
Xero
Accounting
Pixie
CRM (Customer Relationship Management)
Dropbox
File Management & Storage
Double HQ
Accounting
Microsoft Outlook
Calendar, Email, Microsoft
Stripe
Payment Processing
Xero
Accounting
Pixie
CRM (Customer Relationship Management)
Microsoft Excel
Microsoft, Spreadsheets
Close
CRM (Customer Relationship Management)
SharpSpring
Marketing Automation
Join millions worldwide who automate their work using Zapier
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.
- AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Try ItTriggerInstant - Contact Deleted
Triggers when a contact is deleted in GoProposal.
Try ItTriggerInstant - New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
Try ItTriggerInstant - New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Try ItTriggerInstant
- New Contact Created
Triggers when a new contact is created in GoProposal.
Try ItTriggerInstant - Contact Updated
Triggers when a contact is updated in GoProposal.
Try ItTriggerInstant - Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Try ItTriggerInstant - New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
Try ItTriggerInstant
For builders
Let your AI safely access GoProposal
Go beyond Zap workflows. Install Zapier in your AI to call GoProposal actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in GoProposal from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose GoProposal actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a GoProposal connection @ https://zapier.com/es/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "goproposal", owner: "me" });
await zapier.runAction({
app: 'goproposal',
action: '{actionName}',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
GoProposal Help & Support
Common questions
Related categories