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Connect SendJim to Proposify and automate any workflow

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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 SendJim with Proposify - no code necessary. See how you can get setup in minutes.

Select a trigger from SendJim

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Proposify

An action is what takes place after the automation is triggered. For example, with Proposify, the action could be "Create Client."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SendJim to Proposify

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

Connect SendJim and Proposify 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.

Connect SendJim and Proposify 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
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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.

    • FirstName
    • LastName
    • StreetAddress
      Required
    • City
      Required
    • State
      Required
    • PostalCode
      Required
    • PhoneNumber
    • Email
    • Tags
    Action
    Write
    • FirstName
    • LastName
    • StreetAddress
      Required
    • City
      Required
    • State
      Required
    • PostalCode
      Required
    • PhoneNumber
    • Email
    • QuickSend
      Required
    Action
    Write
  • Proposify triggers, actions, and search
    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
    • FirstName
    • LastName
    • StreetAddress
      Required
    • City
      Required
    • State
      Required
    • PostalCode
      Required
    • PhoneNumber
    • Email
    • Number of neighbors to mail
      Required
    • Same street only
      Required
    • QuickSend
      Required
    Action
    Write
  • Proposify triggers, actions, and search
    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Created

    Triggers when a proposal is created.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
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About SendJim
SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
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  • Marketing
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About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
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