Connect Proposify to Clinked Using Zapier

Seamlessly integrate Proposify with Clinked through Zapier. Automatically create new groups in Clinked for newly signed Proposify proposals, ensuring your projects stay organized and up-to-date.

Automate Group Creation for Signed Proposals

A screenshot of Clinked's platform showcasing the automated group creation feature for signed proposals, highlighting streamlined processes and efficient team collaboration.

Enhance your project management by connecting Proposify with Clinked. Every newly signed proposal in Proposify will automatically trigger the creation of a new group in Clinked, keeping your workflow efficient and organized.

How Proposify Integration Works on Clinked Using Zapier

A screenshot of Clinked's integration setup with Proposify using Zapier, showcasing the seamless automation process for managing proposals and client interactions within the platform.

1. Newly Signed Proposals in Proposify:

  • When a proposal is signed in Proposify, it triggers the creation of a new group in Clinked.

2. Automate Group Management:

  • Ensure that all signed proposals have corresponding groups in Clinked, streamlining your project setup process.

Keep your projects organized with this seamless integration between Proposify and Clinked using Zapier.

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