Coming soon
Zapier Integration is coming to Proposify to connect your document workflows with thousands of other apps. This integration will let you automatically sync data and trigger actions between Proposify and your favorite tools, creating seamless workflows across your entire tech stack.
Available Triggers & Actions
Proposify Triggers Automatically start workflows when documents are created, sent, viewed, won, or lost.
Proposify Actions Create, read, update, or delete documents and contacts from other apps. Pull template data and user information to power your integrations.
Key Benefits
Connect Everything Link Proposify with your CRM, email marketing, project management, and accounting tools.
Eliminate Manual Data Entry Automatically sync information between Proposify and your other business apps.
Streamline Workflows Create powerful multi-step automations that work across your entire software ecosystem.
Stay Tuned
We're working hard to bring Zapier Integration to Proposify soon. Keep an eye on our product updates for launch details and availability.
Comments
The new Zapier integration only offers a Formatted Value Static option for the Proposal budget meaning you can't pull this into Harvest.
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