Create Nimble tasks for new Proposify proposals

First, we need to connect Proposify and Nimble to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Proposify to Zapier.

  Give Zapier access to your Proposify account, using Proposify credentials.

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  Connect Nimble to Zapier.

  Give Zapier access to your Nimble account, using Nimble credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Proposify

  Choose the following trigger: Proposal Created (Triggers when a proposal is created.).

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  Then set up an Action for Nimble

  Choose this action: Create Task (Create a new task.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Proposify and Nimble.

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  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 Nimble tasks for new Proposify proposals!