Jotform + Proposify

Create proposals in Proposify from new submissions in Jotform

Save time and streamline your workflow with this Jotform to Proposify automation. Whenever a new submission is received in Jotform, a corresponding proposal will be created in Proposify. This makes it easier to manage your proposals in real-time and keep your tasks organized.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

- DocumentRequired
Trigger
Polling
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- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

Similar apps

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn more

Related categories

Proposal & Invoice Management

Jotform + Proposify

Create proposals in Proposify from new submissions in Jotform

Supported triggers and actions

New Submission

Assign Form

Create Submission

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

New Signed Document

Assign Prefilled Form

API Request (Beta)

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

About Jotform

Related categories

Similar apps

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Typeform

About Proposify

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