Proposify + Wufoo

Create Proposify proposals from new Wufoo form entries

One of the easiest ways to generate leads for your business is by putting a form on your website. This integration makes it easy to take leads from a Wufoo form on your site and create new proposals automatically in Proposify.

When this happens...
New Entry (poll)
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
TriggerScheduled
automatically do this!
Create Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Scheduled
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New Form
Triggers when you build a new form.
Trigger
Scheduled
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- FormRequired
Trigger
Instant
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- Form HashRequired
Action
Write
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 ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

- FormRequired
Trigger
Scheduled
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- Form Hash
Trigger
Instant
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- Form HashRequired
Action
Write
- Form HashRequired
- Field TitleRequired
- Search ValueRequired
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
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- 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

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