Salesflare Salesflare Integrations

Proposaly and Salesflare

Proposal & Invoice Management proposaly.io ↗

How to connect Proposaly

What you can automate

  • When card Moved to New Stage in Proposaly, create task in Salesflare.
  • When new Card in Proposaly, create task in Salesflare.
  • When new Lead in Proposaly, find or create contact in Salesflare.
  • When new Note in Proposaly, create internal note in Salesflare.
  • When new Recipient in Proposaly, find or create contact in Salesflare.

About Proposaly

Proposaly is a unified sales workflow platform that centralizes proposals, agreements, payments, and project updates into one automated system.

Proposaly operations on Zapier

Triggers (10)

Start a workflow when this happens

  • Archived Lead — Triggers when a lead is archived.
  • Card Moved to New Stage — Triggers when a card is moved into the specified stage.
  • Deleted Lead — Triggers when a Lead is deleted from a Workspace.
  • Document Moved to New Stage — Triggers when a document is moved into the specified stage.
  • New Card — Triggers when a new card is added to a Card workspace.
Show 5 more triggers
  • New Document — Triggers when a new document is added to a workspace.
  • New Lead — Triggers when a new lead is added to a Workspace.
  • New Note — Triggers when a new note is added to a document, card, or lead.
  • New Recipient — Triggers when a new recipient is added to a document.
  • New Workspace — Triggers when a new workspace is created.

Actions (23)

Things Salesflare can make it do

  • Add Recipient — Add a new recipient to a Document
  • Archive Lead — Archive a lead in a workspace.
  • Create Document — Create a new document in a workspace using the master template.
  • Create Document From Lead — Transform a lead into a document.
  • Create Document From Template — Create a document in a workspace using a custom template (for creating document from master template, please use "Create Document").
Show 18 more actions
  • Create Document View Only Link — Create a client-facing view only link for a document
  • Create Lead — Creates a new lead in a predefined workspace
  • Create Note — Creates a note on a document, card, or lead.
  • Create Workspace — Create a new workspace in your company.
  • Delete Document — Delete a document from a workspace.
  • Delete Lead — Delete a lead from a workspace, this action is irreversible.
  • Delete Note — Permanently deletes a note. Server-generated notes cannot be deleted.
  • Delete Recipient — Delete a recipient from a document.
  • Duplicate Document — Creates a duplicate of an existing document within the same workspace.
  • Move Document's Stage — Move the document to other stages (In Progress, Completed, etc)
  • Reactivate Lead — Reactivate a lead after it has been archived.
  • Share Document — Sends a share document notification to recipients so they can access it.
  • Transfer Document Ownership — Change the owner email of a Document in a Workspace
  • Update Document — Update a document in a workspace, this combine 3 separate Actions (Move Document's Stage, Update Document Title, Transfer Document Ownership)
  • Update Lead — Update a lead in a workspace, only data from non-empty fields are updated
  • Update Note — Updates a note's title and/or body. Server-generated notes cannot be updated.
  • Update Recipient — Update a recipient in your company. Only non-empty inputs are updated.
  • Update Recipient Notification Settings — Update notification preferences of a recipient.

Searches (11)

Look up existing records

  • Find Card — Finds a card by its document ID, including lead metadata needed for CRM mapping.
  • Find Document — Finds a document by its ID.
  • Find Lead — Finds a lead by its ID.
  • Find Note — Finds a single note by note ID.
  • Find Recipient — Finds a recipient by its ID.
Show 6 more searches
  • Get Recipient Notification Settings — Retrieve the current notification preferences for a specific recipient.
  • List Cards — Lists cards in a Card workspace. Returns one page; Zapier searches cannot paginate.
  • List Documents — Lists documents in a workspace. Returns one page; Zapier searches cannot paginate.
  • List Leads — Lists leads in a workspace. Returns one page; Zapier searches cannot paginate.
  • List Notes — Lists notes on a document, card, or lead.
  • List Recipients — Lists recipients on a document, card, or lead. Returns one page; Zapier searches cannot paginate.

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