Connect Insightly and Proposify to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate Insightly with Proposify - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Deleted Record" from Insightly.
Add your action
An action happens after the trigger—such as "Create Client" in Proposify.
You’re connected!
Zapier seamlessly connects Insightly and Proposify, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Insightly ObjectRequired
Try ItTriggerInstant- Insightly ObjectRequired
Try ItTriggerInstant- Insightly ObjectRequired
ActionWrite- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
ActionSearch
- Insightly ObjectRequired
Try ItTriggerInstant- Insightly ObjectRequired
Try ItTriggerInstant- Insightly ObjectRequired
ActionWrite- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap