Cone Integrations

Name: Zapier
Availability: InStock

Put Cone to work with AI and enterprise-grade automation

Automate smarter with Cone and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Slack

Team Chat

Squarespace Forms

Forms & Surveys

Bitrix24 CRM

CRM (Customer Relationship Management)

Gmail

Email, Google

Calendly

Scheduling & Booking

Xero

Accounting

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

ClickUp

Project Management

Slack

Team Chat

Squarespace Forms

Forms & Surveys

Bitrix24 CRM

CRM (Customer Relationship Management)

Gmail

Email, Google

Calendly

Scheduling & Booking

Xero

Accounting

Slack

Team Chat

Squarespace Forms

Forms & Surveys

Bitrix24 CRM

CRM (Customer Relationship Management)

Gmail

Email, Google

Calendly

Scheduling & Booking

Xero

Accounting

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

ClickUp

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new Google Drive folders for every accepted proposal in Cone
Details
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Cone + Google Drive
Convert new Cone clients into customers on QuickBooks Online
Premium
Details
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Cone + QuickBooks Online
Create new TaxDome accounts when clients are created in Cone
Details
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Cone + TaxDome
Create individual prospects in Cone from newly created leads in Seamlss
Details
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Seamlss + Cone
Create new Karbon organization contacts from accepted proposals in Cone
Details
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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
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Client Request Completed
Triggers when a client request is completed
Trigger
Instant
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Client Request Sent
Triggers when a client request is sent
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Finalized
Triggers when invoice is finalized or created in final state.
Trigger
Instant
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Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
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Project Created
Triggers when a project is created manually
Trigger
Instant
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Project Edited
Triggers when a project is edited
Trigger
Instant
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Project Overdue
Triggers when a project is overdue
Trigger
Instant
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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
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Task Completed
Triggers when an internal task is completed
Trigger
Instant
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Task Overdue
Triggers when an internal task is overdue
Trigger
Instant
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- 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
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Client Request Created
Triggers when a client request is created
Trigger
Instant
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Client Updated
Triggers when a Client is updated.
Trigger
Instant
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Invoice Created
Triggers when invoice is created as draft.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Written Off
Triggers when an invoice is written off.
Trigger
Instant
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Project Created From Recurring Rule
Triggers when a project is created from recurring role
Trigger
Instant
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Project Ended
Triggers when a project is ended
Trigger
Instant
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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
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Proposal Revoked
Triggers when a proposal is revoked.
Trigger
Instant
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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

Put Cone to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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

Put Cone to work with AI and enterprise-grade automation

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

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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