Put Proposify to work with AI and enterprise-grade automation
Automate smarter with Proposify and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Streak
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
Help Scout
Customer Support
monday.com
Project Management
Dante Systems
Education
Google Sheets
Google, Spreadsheets
Google Drive
File Management & Storage, Google
LeadConnector
Marketing Automation
Fathom
AI Meeting Assistants
Streak
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
Help Scout
Customer Support
monday.com
Project Management
Dante Systems
Education
Google Sheets
Google, Spreadsheets
Streak
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
Help Scout
Customer Support
monday.com
Project Management
Dante Systems
Education
Google Sheets
Google, Spreadsheets
Google Drive
File Management & Storage, Google
LeadConnector
Marketing Automation
Fathom
AI Meeting Assistants
Join millions worldwide who automate their work using Zapier
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.
- Document Created
Triggers when a new document is created.
Try ItTriggerInstant - Document Sent
Triggers when a document is sent to a client.
Try ItTriggerInstant - Document Viewed
Triggers when a document is viewed by a client.
Try ItTriggerInstant - Company NameRequired
- Address Line 1
- Address Line 2
- City
- State/Province
- Postal Code
- Country
ActionWrite
- Document Lost
Triggers when a document is marked as lost.
Try ItTriggerInstant - Document Signed
Triggers when a document is signed by a client.
Try ItTriggerInstant - Document Won
Triggers when a document is marked as won.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Email
- Company ID
- Title
- Use Company Address
- Address Line 1
- Address Line 2
- City
- Postal/Zip Code
- State/Province
- Country
- Website URL
ActionWrite
For builders
Let your AI safely access Proposify
Go beyond Zap workflows. Install Zapier in your AI to call Proposify actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Proposify from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Proposify actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Proposify connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "proposify", owner: "me" });
await zapier.runAction({
app: 'proposify',
action: 'company',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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