Amazon Alexa + Proposify
Create new Proposify clients when Amazon Alexa trigger phrases are spoken
Effortlessly add new clients to your Proposify account by just speaking to your Amazon Alexa device. With this seamless workflow, simply say the designated trigger phrase to Alexa, and a new client will be created in Proposify instantly. Save time, minimize manual data entry, and ensure that all your valuable leads are captured with this smart voice-activated solution.
Effortlessly add new clients to your Proposify account by just speaking to your Amazon Alexa device. With this seamless workflow, simply say the designated trigger phrase to Alexa, and a new client will be created in Proposify instantly. Save time, minimize manual data entry, and ensure that all your valuable leads are captured with this smart voice-activated solution.
- When this happens...Trigger Phrase Spoken
Triggers when you ask Alexa to trigger a zap with your trigger phrase. Requires the Zapier skill on an Alexa enabled device.
- automatically do this!Create Client
Creates a new client.
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Example
Trigger Phrase(s)Required
Additional Prompt Question
Try ItClient Created
Triggers when a user creates a new client.
Try ItProposal Lost
Triggers when a Proposal is declined by a client.
Try ItProposal 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 ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It