Proposify + Wufoo

Create Proposify clients from Wufoo form entries

Save yourself time and automatically collect new client information with this Wufoo to Proposify automation. Set it up, and each time a new form is completed in Wufoo, Zapier will create a new client in Proposify. Build your client directory and start landing new deals!

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
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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