Contractbook + Proposify

Create Contractbook contracts from won Proposify proposals

When you win a Proposify proposal, you don't need to spend time manually creating and sending contracts. Let this Zap automate that work for you. With this integration, you can automatically send contracts to won proposals in Proposify, and move on to winning the next one!

When this happens...
Proposal Won
Triggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Create Contract
Creates and sends a new contract.
ActionWrite

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Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- EventRequired
Trigger
Instant
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Get Questionnaires
Gets a list of questionnaires
Trigger
Scheduled
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New Draft
Triggers when a new draft is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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New Template
Triggers when a new template is created.
Trigger
Instant
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- TemplateRequired
- Who will sign the contractRequired
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
Action
Write
- Answers owner's email address
- CompanyRequired
- QuestionnaireRequired
Action
Write
- Task titleRequired
- Task descriptionRequired
- Type
- Due date
- Send notification on due date
- Document idRequired
Action
Write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
New Contract
Triggers when a new contract is sent.
Trigger
Instant
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Get Companies
Gets a list of companies.
Trigger
Scheduled
Try It
- EventRequired
- Questionnaire SlugRequired
- Company Name
Trigger
Instant
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Draft Edited
Triggers when a draft is edited.
Trigger
Instant
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- EventRequired
Trigger
Instant
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- TemplateRequired
- Sender signature type
- Recipient TypeRequired
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- TemplateRequired
- Sender signature type
- Recipient TypeRequired
- Recipient signature type
- Title
- Attachments
- Message Subject
- Message Body
- Sender Reference
- Recipient Reference
Action
Write
- TemplateRequired
- Who will sign the contractRequired
- Title
- Attachments
- Message Body
- Sender Reference
Action
Write

About Contractbook

Contractbook is an easy signing and simple contract management tool for modern businesses.

Related categories

Signatures

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn more

Related categories

Proposal & Invoice Management

Contractbook + Proposify

Create Contractbook contracts from won Proposify proposals

Supported triggers and actions

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Contract Updated

Get Questionnaires

New Draft

New Task

New Template

Create Contract With Custom Parties

Pre-Fill Questionnaire

Create Task

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

New Contract

Get Companies

Drafter Questionnaire Has Being Completed

Draft Edited

Task Updated

Create Contract

Create Draft

Create Draft With Custom Parties

About Contractbook

Related categories

About Proposify

Related categories