Streamline your proposals in the cloud with designer-friendly proposal software.

You can find more information here.

How this Proposify + TrueMail integration works

• 1. Add new record to a Proposify account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing Proposify record with TrueMail result code in a custom field

Apps involved

• • Proposify
• • TrueMail

Proposify 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.

• Test Ping.

  Triggers when a user sets up a new Zap.

• Client Created.

  Triggers when a user creates a new client.

• List Users.

  Triggers when a user wants to select a template for proposal creation or note creation.

• Proposal Sent.

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

• List Templates.

  Triggers when a user wants to select a template for proposal creation.

• Proposal Signed.

  Triggers when a proposal is signed by a client.

• Proposal Lost.

  Triggers when a Proposal is declined by a client.

• Proposal Created.

  Triggers when a proposal is created.

• Create Client.

  Creates a new client.

• Create Client (v1).

  Creates a new client.

• Create Proposal.

  Creates a new proposal.

• Create Proposal (v1).

  Creates a new proposal.