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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Folder" from FuseBase.

Add your action

An action happens after the trigger—such as "Create Client" in Proposify.

You’re connected!

Zapier seamlessly connects FuseBase and Proposify, 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.

- Organization
  Required
- Workspace
  Required
Trigger
Instant
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- Organization
  Required
- Workspace
  Required
- Parent folder
  Required
- Title
  Required
Action
Write
- Organization
  Required
- Title
  Required
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
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- 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

- Organization
  Required
- Workspace
  Required
- Parent folder
- Tag
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Parent folder
  Required
- Title
- Page content (text or html)
- Attachments
- Tags
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 By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect FuseBase and Proposify to integrate crucial parts of your business

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Make work flow with AI

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Learn about AI automation

About FuseBase

Online collaboration tool for business. Build your wikis, client portals, and more. A perfect space for online work.

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