Connect Pitchsite to 5,000+ apps with Zapier automation
Zapier is the no-code automation platform that connects 5,000+ apps without a developer. For agencies that want to extend Pitchsite's native integrations, Zapier unlocks limitless automation possibilities — trigger actions in any app from any Pitchsite proposal event, or trigger proposal actions from any external event.
A step-by-step look at how Zapier and Pitchsite work together.
Search for Pitchsite in your Zapier account. Connect with your Pitchsite API key. All proposal triggers and actions become available in your Zap builder.
Use Pitchsite triggers like "Proposal Accepted," "Proposal Viewed," or "Proposal Sent" as the starting point for Zaps — automating downstream actions in any of Zapier's 5,000+ apps.
Trigger a Pitchsite proposal creation from any app — a new CRM deal, a form submission, a calendar booking. Any Zapier trigger can fire a Pitchsite proposal.
Chain multiple actions from a single Pitchsite event — proposal accepted → update CRM + create project in Asana + send Slack notification + add to Mailchimp list, all in one Zap.
Add Zapier filters to run different automations based on proposal value, service type, or client source — high-value proposals trigger a personal Slack DM to the CEO; standard ones go to the team channel.
Real ways agencies use Zapier and Pitchsite together.
Pitchsite has native integrations with top CRMs, but if you use a less common CRM, Zapier bridges the gap — proposal events update your CRM records without a native integration.
Build Zapier notifications for every proposal event that matters — send a text via Twilio when a high-value proposal is signed, post a GIF in Slack every time a deal closes. Celebrate your wins your way.
Lead form submission (Typeform, JotForm, website form) → Zapier creates a Pitchsite proposal → proposal sent to the lead within minutes of their enquiry. Speed wins.
When a Pitchsite proposal is accepted, Zapier can trigger a completely custom onboarding sequence — create the project in your PM tool, send the welcome email via your email system, log the deal in your spreadsheet tracker.
Why agencies connect Zapier to Pitchsite.
Connect Pitchsite to 5,000+ apps with Zapier automation
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Native integrations are faster and more reliable for core workflows. Use Zapier for apps that don't have a native Pitchsite integration, or for custom multi-step workflows that go beyond what native integrations offer.
The number of Zaps is limited by your Zapier plan, not by Pitchsite. Pitchsite triggers and actions count against your Zapier task quota like any other app.
Yes. Zapier's Zap editor allows you to test with sample Pitchsite data — simulating proposal events without creating or sending actual proposals.
Yes. Pitchsite supports both the native Zapier app integration and raw webhooks. For maximum flexibility, webhooks can trigger Zapier's "Catch Hook" trigger for custom event processing.
Other tools that work well alongside Zapier + Pitchsite.