All Apps

Support trigger and actions

Document Commented

Trigger when a client or team member adds a comment

Document Lost

Trigger when a proposal is declined or marked as lost

Document Won

Trigger when a proposal is officially accepted/won

Document Signed

Trigger when the document is electronically signed

Document Viewed

Trigger when a client opens and views the document

Document Sent

Trigger when a document is sent to a client

Document Created

Trigger when a new document is created

Supported Proposify Integrations

Automate Proposify Integrations with klamp's ready-to-use templates