Integrate Proposify with Teamwork to automate your work

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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

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

Select a trigger from Proposify

A trigger is an event that starts your Zap and runs the workflow. For example, with Proposify, a trigger could be "Client Commented on a Proposal."

A trigger is the event that kicks off your automated workflow.

Setup an action from Teamwork

An action is what takes place after the automation is triggered. For example, with Teamwork, the action could be "Add Task List From Template."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Proposify to Teamwork

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Set up your first integration

Quickly connect Proposify to Teamwork with a Zapier template.

Our most popular template

Create Teamwork projects from won proposals in Proposify
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Proposify + Teamwork
Create new Teamwork companies from won Proposify proposals
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Proposify + Teamwork
Create new tasks in Teamwork from sent proposals in Proposify
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Proposify + Teamwork

Create Teamwork projects from won proposals in Proposify

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Proposify + Teamwork

Create new Teamwork companies from won Proposify proposals

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Proposify + Teamwork

Create new tasks in Teamwork from sent proposals in Proposify

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Proposify + Teamwork

Make work flow with AI

Level up your Proposify to Teamwork integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Proposify and Teamwork 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Proposify and Teamwork to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

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 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 By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Trigger
Instant
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New Column
Triggered when you add a new column.
Trigger
Instant
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New Company
Triggered when you add a new company.
Trigger
Instant
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New File
Triggered when you add a new file.
Trigger
Instant
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New Link
Triggered when you add a new link.
Trigger
Instant
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New Message Reply
Triggered when you add a new message reply.
Trigger
Instant
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New Notebook
Triggered when you add a new notebook.
Trigger
Instant
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New Project
Triggered when you add a new project.
Trigger
Instant
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New Risk
Triggered when you add a new risk.
Trigger
Instant
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New Task
Triggered when you add a new task.
Trigger
Instant
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- Trigger on
  Required
Trigger
Instant
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- Task List Template
  Required
- Project
  Required
Action
Write
- Proposal Name
  Required
- Color
Action
Write
- Proposal Name
  Required
- Website
Action
Write
- Project
  Required
- Proposal Name
  Required
- Parent Category
Action
Write
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private to Owner Company?
- Who should be notified?
- Tags
Action
Write
- Project
  Required
- Proposal Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Proposal Name
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Project
  Required
- Proposal Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Message
  Required
- Add Comment
  Required
- Who should be notified?
- Author
Action
Write
- Project
  Required
- Title
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Write
- Project
  Required
- Proposal Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Proposal Name
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Proposal Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Add Selected Users to this Project
  Required
Action
Write
- Project
  Required
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Proposal Name
  Required
- Description
Action
Write
- Project
  Required
- Task List
- Task
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- User
  Required
Action
Write
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
- Project
  Required
- Color
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Title
- Add Comment
  Required
- Category
- Attach File
- File
  Required
- File Name
  Required
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Author
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Title
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Proposal Name
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
  Required
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Description
Action
Search or 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 Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Primary Person
Action
Write
New Calendar Event
Triggered when you add a new calendar event.
Trigger
Instant
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New Card
Triggered when you add a new card.
Trigger
Instant
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New Comment
Triggered when you add a new comment.
Trigger
Instant
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New Expense
Triggered when you add a new expense.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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New Message
Triggered when you add a new message.
Trigger
Instant
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New Milestone
Triggered when you add a new milestone.
Trigger
Instant
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New Person
Triggered when you add a new person.
Trigger
Instant
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- Trigger on
  Required
Trigger
Instant
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New Status
Triggered when you add a new status.
Trigger
Instant
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New Task List
Triggered when you add a new task list.
Trigger
Instant
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New Time Entry
Triggered when you add a new time entry.
Trigger
Instant
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- Title
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
  Required
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Write
- Project
  Required
- Proposal Name
  Required
- Color
Action
Write
- Project
  Required
- Proposal Name
  Required
- Description
- Date
  Required
- Cost
  Required
Action
Write
- Project
  Required
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Proposal Number
- PO Number
- Description
- Issue Date
  Required
- Fixed Price
- Currency
  Required
Action
Write
- Project
  Required
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Task ID
  Required
Action
Write
- Project
  Required
- Title
- Add Comment
  Required
- Category
- Attach File
- File
  Required
- File Name
  Required
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Author
Action
Write
- Project
  Required
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Task ID
  Required
- Column
  Required
- Old Column ID
Action
Write
- Project
  Required
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email Address
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Write
- Proposal Name
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
  Required
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Write
- User
  Required
- Status
  Required
- Notify
- Who should be notified?
Action
Write
- Project
  Required
- Task List
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
  Required
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Column
  Required
- Tags
- Attach File
- File
  Required
- File Name
  Required
- Desk Ticket ID
Action
Write
- Project
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- User
  Required
Action
Write
- Project
  Required
- Task List
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Priority
- Column
  Required
- Tags
- Attach File
- File
  Required
- File Name
  Required
- Desk Ticket ID
- Allow Update to Completed Task
- Fire Webhooks after Update
Action
Write
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
Action
Search
- Proposal Name
  Required
- Title
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
  Required
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Search or write
- Proposal Name
  Required
- Website
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private to Owner Company?
- Who should be notified?
- Tags
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Proposal Name
  Required
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email Address
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Proposal Name
  Required
- Project
  Required
- Task List
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
  Required
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Column
  Required
- Tags
- Attach File
- File
  Required
- File Name
  Required
- Desk Ticket ID
Action
Search or write

Learn how to automate Proposify on the Zapier blog

Learn how to automate Teamwork on the Zapier blog

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 Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

Learn more

Related categories