Proposify + Zapier Integration

AUTOMATE YOUR SALES PROCESS
Connect Proposify with any of the hundreds of apps in the Zapier marketplace and make your own custom automated workflows.

Demo: Proposify & Zapier working together
Watch this quick video to see how it works

Save time with Proposify + Zapier

  • Trigger actions in hundreds of the world's most popular apps automatically when a proposal is created, sent, viewed, signed, won, lost, viewed, or commented on
  • Automatically create proposals in Proposify from another app connected to Zapier
  • Automatically create clients in Proposify from another app connected to Zapier
  • Build automated workflows between Proposify and your favourite apps with just a few clicks—no code required
  • Take the manual work away from your sales process. Stop duplicating data from one app to another and focus on closing the deal
proposify and zapier logos

This integration is free for Proposify customers on the Team and Business plans.

Save Proposify won proposals to Dropbox
Create Teamwork projects from won proposals in Proposify
Create new Proposify proposals when Copper deals reach a certain stage
Create Asana projects from won Proposify proposals
See more Proposify integrations powered by
Proposify's mascot, P, in a blue suit. Coffee is for closers

It’s about more than just proposals—it’s about world domination.

Get a demo and start your team's total takeover.