Proposify + Teamwork

Proposify + Teamwork integrations

Create new tasks in Teamwork from sent proposals in Proposify

Streamline your workflow between Proposify and Teamwork. Each time a proposal is sent via Proposify, this automation creates a corresponding task within Teamwork. By doing so, it promotes efficient task management, ensuring that no crucial steps fall through the cracks after a proposal is dispatched.

When this happens...
Proposal SentTriggers when a proposal is sent or marked as sent by a user.
TriggerInstant
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Create TaskCreates a new task.
ActionWrite

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More things you can do with Proposify and Teamwork

Discover other triggers and actions you can use with Proposify and Teamwork

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
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Proposal Created
Triggers when a proposal is created.
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
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Proposal Viewed
Triggers when a proposal is viewed by a client.
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
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Instant
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New Column
Triggered when you add a new column.
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New Company
Triggered when you add a new company.
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New File
Triggered when you add a new file.
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Instant
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New Link
Triggered when you add a new link.
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New Message Reply
Triggered when you add a new message reply.
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New Notebook
Triggered when you add a new notebook.
Trigger
Instant
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New Project
Triggered when you add a new project.
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New Risk
Triggered when you add a new risk.
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New Status
Triggered when you add a new status.
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New Task List
Triggered when you add a new task list.
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New Time Entry
Triggered when you add a new time entry.
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- Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Write
- Project
  Required
- Name
  Required
- Color
Action
Write
- Project
  Required
- Expense
  Required
- Description
- Date
  Required
- Cost
  Required
Action
Write
- Project
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Invoice No./ID
  Required
- PO Number
- Description
- Issue Date
  Required
- Fixed Price
- Currency
  Required
Action
Write
- Project
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Task ID
  Required
Action
Write
- Project
  Required
- Title
  Required
- Body
  Required
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
Action
Write
- Project
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Title
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Name
  Required
- Parent Category
Action
Write
- Project
- Add Selected Users to this Project
  Required
Action
Write
- User
  Required
- Status
  Required
- Notify Everyone in Owner Company?
- Who should be notified?
Action
Write
- Project
  Required
- Task List
  Required
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
Action
Write
- Project
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- Who?
Action
Write
- Project
- Task List
- Content
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
- Allow Update to Completed Task
- Fire Webhooks after Update
Action
Write
- Search For
  Required
Action
Search
- Name
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Workflow ID
  Required
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Project
  Required
- Color
Action
Search or write
- Search For
  Required
- Project
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
  Required
- Title
  Required
- Body
  Required
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
Action
Search or write
- Search For
  Required
- Project
  Required
- Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Search or write
- Title
  Required
- Project
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Search For
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Search or write
- Search For
  Required
- Project
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
  Required
- Task List
  Required
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
Action
Search or write

Client Created
Triggers when a user creates a new client.
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Proposal Lost
Triggers when a Proposal is declined by a client.
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Proposal Signed
Triggers when a proposal is signed by a client.
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Proposal Won
Triggers when a proposal is accepted by a client.
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
New Calendar Event
Triggered when you add a new calendar event.
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Instant
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New Card
Triggered when you add a new card.
Trigger
Instant
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New Comment
Triggered when you add a new comment.
Trigger
Instant
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New Expense
Triggered when you add a new expense.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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New Message
Triggered when you add a new message.
Trigger
Instant
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New Milestone
Triggered when you add a new milestone.
Trigger
Instant
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New Person
Triggered when you add a new person.
Trigger
Instant
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- Trigger on
  Required
Trigger
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New Stage
Triggered when you add a new stage.
Trigger
Instant
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New Task
Triggered when you add a new task.
Trigger
Instant
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- Trigger on
  Required
Trigger
Instant
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- Task List Template
  Required
- Project
  Required
Action
Write
- Name
  Required
- Color
Action
Write
- Name
  Required
- Website
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Title
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Message
  Required
- Body
  Required
- Who should be notified?
- Post as Another User
Action
Write
- Project
  Required
- Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Write
- Project
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Write
- Name
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Write
- Workflow ID
  Required
- Name
  Required
- Color
Action
Write
- Project
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Name
  Required
- Description
Action
Write
- Project
- Task List
- Task
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- Who?
Action
Write
- Name
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Search or write
- Name
  Required
- Website
Action
Search or write
- Search For
  Required
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
Action
Search or write
- Title
  Required
- Project
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Search For
  Required
- Project
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Search or write
- Workflow ID
  Required
- Search For
  Required
- Color
Action
Search or write
- Search For
  Required
- Project
  Required
- Description
Action
Search or write
- Search For
  Required
Action
Search or write

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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