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How Zapier works

Zapier makes it easy to integrate GoProposal with Storage by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from GoProposal

A trigger is an event that starts your Zap and runs the workflow. For example, with GoProposal, a trigger could be "Draft Proposal Created."
A trigger is the event that kicks off your automated workflow.

Setup an action from Storage by Zapier

An action is what takes place after the automation is triggered. For example, with Storage by Zapier, the action could be "Increment Value."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected GoProposal to Storage by Zapier

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your GoProposal to Storage by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect GoProposal and Storage by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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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.

  • GoProposal triggers, actions, and search
    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
  • GoProposal triggers, actions, and search
    Proposal Won

    Triggers when a proposal is won.

    Trigger
    Instant
    Try It
    • Key
      Required
    • Location
    • Default Value
    Action
    Write
  • Storage by Zapier triggers, actions, and search
    Remove All Values

    Removes all values for the connected account.

    Action
    Write
  • GoProposal triggers, actions, and search
    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
    • Key
      Required
    • Increment Amount
    Action
    Write
    • Key
      Required
    • Value
      Required
    • Location
    Action
    Write
    • Key
      Required
    • Key
    Action
    Write

Learn how to automate GoProposal on the Zapier blog

Learn how to automate Storage by Zapier on the Zapier blog

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About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
Related categories
  • Proposal & Invoice Management
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About Storage by Zapier
Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.
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