Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Proposify: Incorrect Proposal Value

  • November 19, 2025
  • 2 replies
  • 17 views
T

We have a set Zap that, when a proposal (made with Proposify) is marked as won (signed, or manually marked as “won”), a message gets sent to the Slack channel. Part of the message is the proposal value, pulled from the value “Formatted Value Static”. However, that value is very rarely correct (it’s not the same as the value of the signed proposal).

 

How can we get the correct value?

 

P.S. After a bit of research we found out that the value shown in the Slack message (meaning the value stored as “Formatted Value Static”) is the value of the proposal set when the proposal was created and sent. If a lead, or we internally, make changes to the proposal after we sent it, and then the proposal gets signed, the value remains the same (the Formatted Value Static doesn’t get changed).

2 replies

AndrewJDavison
Forum|alt.badge.img+11
  • AndrewJDavisonZapier Solution Partner
  • Zapier Solution Partner
  • November 19, 2025

​@TownWeb 

Unfortunately, if that’s the value getting sent to Zapier when the proposal is marked won, even if it’s been changed at some point before that - then it’s going to be a limitation with Proposify integration (or bug).

The only potential workaround - do you get an email from Proposify when a proposal is marked won? And if so does it contain the correct value? If so we could scrape it.

Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
Sparsh from Automation Jinn
Forum|alt.badge.img+6

Hey ​@TownWeb,

I think it’s a limitation for the Zapier Proposify integration. See more about it here- https://support.proposify.com/hc/en-us/articles/37746706485915-Zapier-integration

But there is a workaround by quering the Proposify API directly using Webhooks in Zapier. Please note you need Proposify business plan for API access. See more about it here- https://apidocs.proposify.com/#tag/Documents/operation/documentsGetv2
 


Here is a helpful article about Webhooks in Zapier- https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zaps. I can understand it can get a bit more technical and complex but if it’s important for you, you can give this approach a try. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

https://zapier.com/partnerdirectory/automation-jinn | Zapier Silver Solution Partner| Automationjinn.com
Terms & ConditionsAccessibility statement