Airtable + Proposify

Create new Airtable records for won Proposify proposals

Effortlessly keep track of your won proposals with this Proposify-Airtable integration. When a proposal is marked as won in Proposify, this workflow will create a new record in your Airtable base to help you stay organized. Save time and stay focused on growing your business while this automation handles the record-keeping for you.

Effortlessly keep track of your won proposals with this Proposify-Airtable integration. When a proposal is marked as won in Proposify, this workflow will create a new record in your Airtable base to help you stay organized. Save time and stay focused on growing your business while this automation handles the record-keeping for you.

  1. When this happens...
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
  2. automatically do this!
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

    TriggerInstant
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Supported triggers and actions

    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • NameRequired

    • Workspace IDRequired

    • Number of TablesRequired

    Action
    Write
    • BaseRequired

    • Table NameRequired

    • Table Description

    • Primary Field Name

    • Primary Field Type

    Action
    Write
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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  • Databases

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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.
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Related categories

  • Proposal & Invoice Management