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Integration

Frameboard + Zapier

Connect Frameboard to 7,000+ apps. Trigger automated workflows when proposals are sent, viewed, approved, or paid - no code required.

Connect on Zapier

Features

What it does

Connect to 7,000+ apps

Link Frameboard to your entire tech stack - CRMs, spreadsheets, email marketing, project management, accounting, and more.

Proposal event triggers

Start any Zap when a proposal is sent, viewed, approved, or paid. React instantly to buyer signals across your tools.

Create proposals from other apps

Use the Create Proposal action to generate new proposals automatically when events happen in other apps.

No code required

Build powerful automations with Zapier's visual editor. No development or API knowledge needed.

Setup

How to set up

1

Sign up or log in to Frameboard

Create your free account at myframeboard.app or log in to your existing workspace.

2

Go to Settings > Integrations

Open your workspace settings and copy your Frameboard API key from the Integrations tab.

3

Find Frameboard on Zapier

Visit the Frameboard Zapier page and create a new Zap.

4

Authorise the connection

Paste your Frameboard API key when prompted by Zapier to connect your account.

5

Build your Zap

Choose a trigger (e.g. Proposal Approved), connect your destination app, map your fields, and turn it on.

Triggers and actions

What gets synced

Triggers (Frameboard events that start a Zap)

Proposal Sent

Fires when you send a proposal to a recipient.

Proposal Viewed

Fires when a recipient opens your proposal for the first time.

Proposal Approved

Fires when a buyer approves your proposal.

Proposal Paid

Fires when a payment is completed on a proposal.

Actions (things Zapier can do in Frameboard)

Create Proposal

Create a new proposal in Frameboard from data in another app.

Update Proposal Status

Update the status of an existing proposal from another app.

FAQ

Common questions

Do I need a Zapier account?
Yes, you need a Zapier account to use this integration. Zapier's free tier supports basic Zaps with single-step workflows, which works for simple automations like sending a Slack message when a proposal is approved.
What triggers are available?
Frameboard offers four triggers: Proposal Sent, Proposal Viewed, Proposal Approved, and Proposal Paid. Each trigger includes full proposal details including value, recipient, and status.
Can I create proposals from other apps?
Yes. Use the Create Proposal action to generate new proposals from events in other apps. For example, create a proposal automatically when a deal reaches a certain stage in your CRM.
How many apps can I connect?
Zapier connects to over 7,000 apps. You can create multiple Zaps to connect Frameboard to as many apps as you need. Popular combinations include Slack, Google Sheets, HubSpot, Xero, and Gmail.

Ready to automate your workflow?

Connect Frameboard to 7,000+ apps and let your proposals trigger the workflows you need.

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