An automated workflow using zapier
Connects Proposify + Google Drive
Create PDFs in Google Drive from won Proposify proposals
About this workflow template
This automation scenario allows you to connect Proposify and Google Drive
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Proposify
Proposal Won in Proposify
Triggers when a proposal is accepted by a client.
Then this action happens in Google Drive
Upload File in Google Drive
Copies an existing file from another service to Google Drive.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create PDFs in Google Drive from won Proposify proposals.
Part I
Configure Applications
First, we need to connect Proposify and Google Drive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Proposify to Zapier.
Give Zapier access to your Proposify account, using Proposify credentials.
Connect Google Drive to Zapier.
Give Zapier access to your Google Drive account, using Google Drive credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Proposify
Choose the following trigger: Proposal Won (Triggers when a proposal is accepted by a client.).
Then set up an Action for Google Drive
Choose this action: Upload File (Copies an existing file from another service to Google Drive.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Proposify and Google Drive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create PDFs in Google Drive from won Proposify proposals!
Supported triggers and actions
New file in folder (legacy)
Triggers when a new file is created within a specific folder (but not its subfolders). Please note for files moved to a folder, this trigger may not work as expected, use the newer version for that use case.
triggerbyzapierNew file
Triggers when any new file is added (inside of any folder).
triggerbyzapierautomateiopabbly-connectNew file in folder
Triggers when there is a new file in a specific folder
triggerbyautomateiozapierWatch files in a folder
Triggers when a file is created or modified in a selected folder.
triggerbyintegromatUpdated file
Triggers when a file is updated in a specific folder (but not its subfolders).
triggerbyzapierautomateiopabbly-connectNew file in your folder
This trigger fires every time a new file is added to the Google Drive folder you specify. Note: Does not work for Google Docs, Forms, or Sheets files.
triggerbyifttt
Create client
Creates a new client.
actionbyzapierCreate proposal
Creates a new proposal.
actionbyzapierCreate client (v1)
Creates a new client.
actionbyzapierCreate proposal (v1)
Creates a new proposal.
actionbyzapierProposal won
Triggers when a proposal is accepted by a client.
triggerbyzapierProposal created
Triggers when a proposal is created.
triggerbyzapier
Apps you need
Google Drive is a versatile cloud-based platform that lets you store your files, photos, videos, and more safely. You can access them from anywhere and share with others, making collaboration a breeze.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
