Proposify Integrations

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Create PDFs in Google Drive from won Proposify proposals
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Proposify + Google Drive
Send new Slack messages for newly won Proposify proposals
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Proposify + Slack
Send new Slack messages when a Proposify proposals are viewed
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Proposify + Slack
Save Proposify won proposals to Dropbox
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Proposify + Dropbox

Create new QuickBooks Online customers from newly won Proposify proposals
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Proposify + QuickBooks Online

Share Proposify won proposals in Slack
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Proposify + Slack

Create PDFs in Google Drive from won Proposify proposals

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Proposify + Google Drive

Send new Slack messages for newly won Proposify proposals

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Proposify + Slack

Send new Slack messages when a Proposify proposals are viewed

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Proposify + Slack

Save Proposify won proposals to Dropbox

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Proposify + Dropbox

Create new QuickBooks Online customers from newly won Proposify proposals

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Proposify + QuickBooks Online

Share Proposify won proposals in Slack

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Proposify + Slack

Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
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Proposal Created
Triggers when a proposal is created.
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
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Proposal Viewed
Triggers when a proposal is viewed by a client.
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
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- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

Client Created
Triggers when a user creates a new client.
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Proposal Lost
Triggers when a Proposal is declined by a client.
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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 NameRequired
- Last NameRequired
- Email AddressRequired
- 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

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.

Learn more

Related categories

Proposal & Invoice Management

Proposify Integrations

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Google Sheets

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QuickBooks Online

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Google Drive

Salesforce

ActiveCampaign

Google Sheets

HubSpot

Pipedrive

Asana

QuickBooks Online

ActiveCampaign

Google Sheets

HubSpot

Pipedrive

Asana

QuickBooks Online

monday.com

Google Drive

Salesforce

Create PDFs in Google Drive from won Proposify proposals

Send new Slack messages for newly won Proposify proposals

Send new Slack messages when a Proposify proposals are viewed

Save Proposify won proposals to Dropbox

Create new QuickBooks Online customers from newly won Proposify proposals

Share Proposify won proposals in Slack

Create PDFs in Google Drive from won Proposify proposals

Send new Slack messages for newly won Proposify proposals

Send new Slack messages when a Proposify proposals are viewed

Save Proposify won proposals to Dropbox

Create new QuickBooks Online customers from newly won Proposify proposals

Share Proposify won proposals in Slack

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Template

Notes

Proposal Number

Manual Total

Manual Tax

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

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

About Proposify

Related categories

Popular Proposify Integrations

Popular Proposify Integrations