Zapier [video]

Zapier lets you integrate web apps you use every day so that they talk to one another, and you can create workflows that save you time duplicating data from one app to another.

You can connect Proposify with any of the hundreds of apps in the Zapier marketplace.

To get started, log into your Zapier account and click "Make a Zap".

Step 1: Make a zap

A zap is made up of a trigger and an action. You're telling Zapier, 'when this event happens in one app (a trigger), do something in another app (an action)'.

In the example below we're going to make it so when a contact is added to Proposify, it adds that contact to a Campaign Monitor subscriber list.

 Here is the full list of triggers and actions:

Triggers

Proposal Won
Triggers when a proposal is accepted by a client.

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.

Proposal Viewed
Triggers when a proposal is viewed by a client.

Client Created
Triggers when a user creates a new client.

Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.

Proposal Lost
Triggers when a Proposal is declined by a client.

Proposal Created
Triggers when a proposal is created.

Actions

Create Client
Creates a new client

Create Proposal
Creates a new proposal

Step 2 Connect your Proposify account

Before you can go any further it will ask you to connect to your Proposify account. To do that you'll need to give Zapier your Proposify API key. To do that, create a new tab in your browser window, log into Proposify, click account settings (you need to be the account owner), scroll down and click Zapier, then click "Get my API key".

 Generate your key, highlight it (with no spaces) and copy it to your clipboard.

Go back to your other tab with Zapier open, and paste it where it asks for the key.

Also give your Proposify account a name, and include your company subdomain.

 

Once you connect with your Proposify account it will show that the account is working.

Step 3: Apply filters

Optionally, you can create filters, so the zap only fires off if a certain condition is met. 

 

Step 4: Map the data fields

Finally, you'll need to match the fields, so Zapier knows how to take data from one app and put it in another.

That's it — now go make some zaps!


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