To access Zapier, go to "Integrations" and find Zapier.
Available Triggers & Actions
Proposify Triggers Automatically start workflows when documents are:
- Created
- Sent (status change)
- Viewed
- Signed
- Won (status change)
- Lost (status change)
Proposify Actions
- Create, list, and delete documents
- Create, update, and list Contacts
- Create, update, and list Companies
- List Templates
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.