Proposify + Upcall

Create Upcall contacts from new Proposify proposals

Upcall will call your leads to follow-up with them after a proposal. With this Zapier integration you can have your Upcall contacts merged with Proposify. Set it up, and Zapier will automatically generating new Upcall contacts from your Proposify proposals.

When this happens...
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
TriggerInstant
automatically do this!
Add Contact
Add a Contact to a campaign and call it.
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
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
- Status
- CampaignRequired
Trigger
Scheduled
Try It

- CampaignRequired
- Phone NumberRequired
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Write
- CampaignRequired
- Name
- Email
- Phone Number
- Status
Action
Search

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
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
- Status
- CampaignRequired
Trigger
Scheduled
Try It
- Status
- CampaignRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
- Phone Number
- Status
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Write
- CampaignRequired
- Name
- Email
- Phone Number
- Status
- Phone NumberRequired
- Phone Number Extension
- First Name
- Last Name
- Notes
- Title
- Company Name
- Email Address
- Website
- Address - Street Line 1
- Address - City
- Address - State
- Address - Postal / ZIP Code
- Address - Country
- Custom Fields
Action
Search or 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 Upcall

Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.

Related categories

Phone & SMS

Proposify + Upcall

Create Upcall contacts from new Proposify proposals

Supported triggers and actions

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

New Contacts Created

Add Contact

Find Contact

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

New Calls

New Results

Update Contact

Find or Create Contact

About Proposify

Related categories

About Upcall

Related categories