Log Proposify won proposals in a Google Sheets spreadsheet

First, we need to connect Proposify and Google Sheets 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 Google Sheets to Zapier.

  Give Zapier access to your Google Sheets account, using Google Sheets 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 Won (Triggers when a proposal is accepted by a client.).

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  Then set up an Action for Google Sheets

  Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).

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 Google Sheets.

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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 Log Proposify won proposals in a Google Sheets spreadsheet!