Zapier Integration for Workflow Automation

Start automating your work with GoProposal’s Zapier integration. Once the integration is turned on in GoProposal, copy the API key and head to Zapier to start setting up your ‘Zaps…’

Start setting up your Zaps within Zapier so you can start automating your workflows. Once your Zap has been created, select GoProposal from the list. From here, you’ll start to define when a Zap is triggered, for example, once a proposal is won or created.

Complete your Zap journey by selecting which app you would like GoProposal to connect to. Select from a wide range of apps such as Google Sheets & Calendar.

Getting started with GoProposal and Zapier is simple and connecting the two platforms is fast because of our innate integration

Connect

Head to Settings > Integrations > Zapier Integration and enter your Zapier API Key.

Setup your Zaps

Head over to Zapier to start creating your ‘Zaps’, and make sure GoProposal is selected from the list. Here you'll select whether a Zap is triggered from when a proposal is created or won.

Connect Your Apps

Once your Zaps are created in Zapier, and GoProposal is connected, it’s time to select which app you’d like to connect to GoProposal. Select from a range of apps in Zapier such as Google Sheets, Calander, and Drive.

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FAQs

Is Zapier integration free? Close: Integrating GoProposal and Zapier is free as long as you have an active subscription to both tools.
What is Zapier API? Close: Zapier's API is a set of rules and specifications that allow developers to connect their applications with Zapier's automation platform. It enables users to create custom workflows and automate tasks between different web applications, even those not natively supported by Zapier.
What is Zapier best used for? Close: Zapier is best used for automating repetitive tasks and workflows between different web applications, allowing users to connect and exchange data between them without needing to write code. It excels at streamlining processes, saving time, and improving data accuracy by automating tasks like sending notifications, creating calendar events, or updating spreadsheets.

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