Proposify + Teamgate

Create proposals in Proposify for new deal stage changes in Teamgate

When a new deal progresses and reaches a selected stage in the sales pipeline in Teamgate, this integration will create a proposal in Proposify. This integration saves you time copying the potential buyer's details from one app to another and allows you to concentrate on the tasks that matter.

When this happens...
Deal Stage Changed
Triggers when a deal's stage is updated.
TriggerScheduled
automatically do this!
Create Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

- Status
- Type
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Creator
- Status
- Source
- Industry
- Owner
Trigger
Scheduled
Try It
- Owner
- Creator
- Source
- Industry
Trigger
Scheduled
Try It
- Creator
- Status
- Source
- Industry
- Owner
Trigger
Scheduled
Try It

New Product
Lists the products.
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It

- Deal IDRequired
- In Stock?Required
Action
Write
- IdRequired
- Deal Name
- Deal Stage ID
- Deal Price
- Currency ISO
- Owner ID
- Owner Username
Action
Write
- Lead NameRequired
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- IdRequired
- Name
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- IdRequired
- Title
- Person
- Job Title
- Owner
- Collaborators
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- IdRequired
- Lead Name
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Title
- Phone Number
- E-Mail Address
Action
Search
- Lead Name
- Phone Number
- E-Mail Address
Action
Search
- NameRequired
- Sku
Action
Search
- Name
- StageRequired
- Buyer (Company)
- Buyer (Person)
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Search or write
- Person NameRequired
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It
- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

- Owner
- Creator
- Source
- Industry
Trigger
Scheduled
Try It
Email Opened
Triggers when email is opened.
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Scheduled
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Scheduled
Try It
- TypeRequired
- Responsible
- Company
- Person
- Lead
- Deal Id
- Client Id
- Type
- Before
- Start
- Status
- Is Secret?
Action
Write
- TitleRequired
- Person
- Job Title
- Owner
- Collaborators
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- StageRequired
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Person NameRequired
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- NameRequired
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- IdRequired
- Stage
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Collaborators
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- IdRequired
- Person Name
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Title
Action
Search
- Person Name
- Phone Number
- E-Mail Address
Action
Search
- TitleRequired
- Phone Number
- E-Mail Address
- Person
- Job Title
- Owner
- Collaborators
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
- Lead NameRequired
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Collaborators
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
- NameRequired
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Search or write
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- 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

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

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

Related categories

CRM (Customer Relationship Management)

Proposify + Teamgate

Create proposals in Proposify for new deal stage changes in Teamgate

Activity Status Changed

Deal Stage Changed

Lead Status Changed

New Company

New Lead

New Product

New Won Deal

Update Cart Products Status

Convert Lead

Create Lead

Update Product

Update Company

Update Lead

Find Company

Find Lead

Find Product

Find or Create Deal

Find or Create Person

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Lead Converted to Person

Email Opened

New Lost Deal

New Deal

New Person

New Unqualified Lead

Create Activity

Create Company

Create Deal

Create Person

Create Product

Update Deal

Update Person

Find Deal

Find Person

Find or Create Company

Find or Create Lead

Find or Create Product

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

About Proposify

Related categories

About Teamgate

Related categories

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