Podio + Proposify

Create Proposify clients from Podio activity

Seize the day! Automatically create new clients in Proposify from new activity in Podio. With this automation, each time there is new activity in a Podio app you select, Zapier will create a new client in Proposify. Save new clients automatically and quickly begin focusing on their proposals.

Seize the day! Automatically create new clients in Proposify from new activity in Podio. With this automation, each time there is new activity in a Podio app you select, Zapier will create a new client in Proposify. Save new clients automatically and quickly begin focusing on their proposals.

  1. When this happens...
    PodioPodio
    New Activity

    Triggers when there is activity in your stream.

    TriggerPolling
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

podio logo
podio logo

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Learn more

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  • Project Management

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proposify logo
proposify logo

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