1. Proposify 3.0
  2. Integrations & Automations
  3. Other

Zapier integration

Kyle Racki
Updated

Beta Access

Zapier Integration is in Beta, available to New Proposify today. To access the beta, go to "Integrations" and find Zaper 3.0. 

 

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.

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Comments

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    Simon Bestbier

    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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