How to connect SMS by Zapier + Email by Zapier + Proposify
Zapier lets you send info between SMS by Zapier and Email by Zapier and Proposify automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with SMS by Zapier + Email by Zapier + Proposify
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SMS by Zapier, Email by Zapier, and Proposify. And don’t forget that you can add more apps and actions to create complex workflows.
Send V 2 Copy
From Number
MessageRequired
Setup Directions
Try ItClient Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try It
Email AddressRequired
Try ItFree Test Limitation
ToRequired
SubjectRequired
Body (HTML or Plain)Required
Attachment
From Name
Reply To
Cc
Bcc
Force Linebreaks?
Enable read receipts?
Client Created
Triggers when a user creates a new client.
Try ItProposal Lost
Triggers when a Proposal is declined by a client.
Try It
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How SMS by Zapier + Email by Zapier + Proposify Integrations Work
- Step 1: Authenticate SMS by Zapier, Email by Zapier, and Proposify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.