Connect PSOhub to Proposify and automate any workflow
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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.
- New Contract Line
Triggers when a new contract line is added to an active project.
Try It - Account e-mailRequired
- ProjectRequired
- LineIDRequired
- Role
- Date & time fromRequired
- Date & time until
- HoursRequired
- MinutesRequired
- Description
- Client Created
Triggers when a user creates a new client.
Try It - Proposal Lost
Triggers when a Proposal is declined by a client.
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- New Active Project
Triggers when a project is set to active.
Try It - Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try It - Proposal Created
Triggers when a proposal is created.
Try It - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
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