Proposify and Salesflare
Designer-friendly proposal software.
How to connect Proposify
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When new Account in Salesflare, create Company in Proposify.
About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
Proposify operations on Zapier
Triggers (6)
Start a workflow when this happens
- Document Created — Triggers when a new document is created.
- Document Lost — Triggers when a document is marked as lost.
- Document Sent — Triggers when a document is sent to a client.
- Document Signed — Triggers when a document is signed by a client.
- Document Viewed — Triggers when a document is viewed by a client.
Show 1 more triggers
- Document Won — Triggers when a document is marked as won.
Actions (3)
Things Salesflare can make it do
- Create Company — Creates a new company.
- Create Contact — Creates a new contact.
- Create Document — Creates a new document from a template.
Searches (5)
Look up existing records
- Find Companies — Search companies by name or ID.
- Find Contact — Search contacts by name, email, company or ID.
- Find Documents — Search documents by name or ID.
- Find Templates — Search templates by name or ID.
- Find Users — Search users by email.
Screenshots
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