Proposify + Rillet

Proposify + Rillet integrations

Create Rillet contracts for signed Proposify proposals

When a prospect accepts a proposal, your financial system should know about it right away. This automation creates a new contract in Rillet as soon as a proposal is signed in Proposify, bridging the gap between your sales pipeline and revenue operations automatically.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
automatically do this!
Create ContractCreates a contract in Rillet (API v3). Optional usage configuration only if your org has Usage v2 enabled in Rillet.
ActionWrite

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More things you can do with Proposify and Rillet

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

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
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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.
Trigger
Instant
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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
- Subsidiary
Trigger
Polling
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- Subsidiary
- Status
Trigger
Polling
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- Vendor
  Required
- Subsidiary
- Issue Date
  Required
- Due Date
  Required
- Expense Number
  Required
- Account
  Required
- Description
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Street Address
- City
- State or Province
- Postal Code
- Country
Action
Write
- Invoice
  Required
- Amount
  Required
- Currency
  Required
Action
Write
- Name
  Required
- Email
- Phone
Action
Write
- Contract
  Required
- Contract Name
- Status
- End Date
Action
Write
- Invoice
  Required
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Status
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Name
- Email
- Subsidiary
Action
Search
- Name
Action
Search

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.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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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
- Subsidiary
Trigger
Polling
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- Subsidiary
Trigger
Polling
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New Vendor
Triggers when a new vendor is created in Rillet.
Trigger
Polling
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- Customer
  Required
- Subsidiary
- Contract Name
- Start Date
- Close date
  Required
- Invoicing interval
  Required
- Invoicing day of month
  Required
- Payment terms (net days)
  Required
- Include usage & minimum commitment invoicing config
- Product
  Required
- Quantity
  Required
- Price type
  Required
- Price amount
  Required
- Price currency
  Required
- Price interval (months)
  Required
- Revenue pattern
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Customer
  Required
- Bank Account
  Required
- Subsidiary
- Invoice date
  Required
- Due date
- Description
  Required
- Product
  Required
- Quantity
  Required
- Amount per unit
  Required
- Currency
  Required
- Tax rate type
  Required
- Tax country
  Required
- Tax description
  Required
- Tax percentage
  Required
Action
Write
- Name
  Required
- Description
- Price Amount
- Price Currency
Action
Write
- Contract Item ID
  Required
- Quantity
  Required
- Timestamp
Action
Write
- Customer
  Required
- Name
- Email
- Phone
Action
Write
- Customer
- Status
Action
Search
- Customer
- Status
- Subsidiary
Action
Search
- Name
Action
Search

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.

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Related categories

Proposal & Invoice Management

About Rillet

Rillet is an AI-native ERP app that delivers automation, speed, and scale for mid-market and enterprise finance teams.

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Related categories

Accounting

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