Connect Fresh Proposals to Insightly and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate Fresh Proposals with Insightly - no code necessary. See how you can get setup in minutes.
Connect Fresh Proposals and Insightly to unlock the power of automation
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Choose a Trigger
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Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client Created
Triggers when a new Company is added in Fresh Proposals .
Try It - Proposal Created
Triggers when a new Proposal is created .
Try It - Proposal Rejected
Triggers when a proposal rejected by client .
Try It - CompanyNameRequired
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First NameRequired
- Contact Last NameRequired
- Contact Email AddressRequired
- Contact Mobile Number
- Company Contact Added
trigger when new contact added/updated in freshproposals
Try It - Proposal Accepted
Triggers when a proposal is accepted by client .
Try It - Proposal Sent
Triggers when a proposal is sent by a team member .
Try It - Template IdRequired
- Proposal NameRequired
- DueDateRequired
- Client NameRequired
- Contact EmailRequired
Related categories
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Related categories