Create integrations between Plecto and Proposify to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Integration NameRequired
- User IDRequired
- User NameRequired
- Data SourceRequired
- Date
- External ID
- Client Created
Triggers when a user creates a new client.
Try It - Proposal Lost
Triggers when a Proposal is declined by a client.
Try It - Proposal Signed
Triggers when a proposal is signed by a client.
Try It
- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try It - Proposal Created
Triggers when a proposal is created.
Try It - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try It - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try It