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Choose a trigger
A trigger is the event that starts your Zap—like a "Client Commented on a Proposal" from Proposify.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
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Zapier seamlessly connects Proposify and Trello, 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.
- Client Commented on a ProposalTriggers when a client has left a comment on the client view. Try ItTriggerInstant
- Proposal CreatedTriggers when a proposal is created. Try ItTriggerInstant
- Proposal SentTriggers when a proposal is sent or marked as sent by a user. Try ItTriggerInstant
- Proposal ViewedTriggers when a proposal is viewed by a client. Try ItTriggerInstant
- Client CreatedTriggers when a user creates a new client. Try ItTriggerInstant
- Proposal LostTriggers when a Proposal is declined by a client. Try ItTriggerInstant
- Proposal SignedTriggers when a proposal is signed by a client. Try ItTriggerInstant
- Proposal WonTriggers when a proposal is accepted by a client. Try ItTriggerInstant
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