Proposify
Proposify simplifies proposal management for businesses, offering tools to create, send, and track professional sales documents and contracts. Use it to manage clients, companies, and documents effortlessly. Perfect for sales teams aiming to enhance efficiency and close deals faster.
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Make.comAvailable Module Types
- All Modules (23)
- Action
- Search
- Universal
- Trigger (polling)
Proposify API Integration for Make.com
Create custom Proposify automation workflows by using triggers, actions, and search modules listed below.
Trigger (polling)
Watch Clients
Triggers when client events occur.
Trigger (polling)
Watch Companies
Triggers when company events occur.
Trigger (polling)
Watch Sections
Triggers when section events occur.
Trigger (polling)
Watch Templates
Triggers when template events occur.
Trigger (polling)
Watch Users
Triggers when there are new user events.
Action
Add a Document Section
Adds a section to a document.
Action
Archive a Document
Archives a document in the system.
Action
Create a Client
Creates a new client.
Action
Create a Company
Creates a new company.
Action
Create a Document
Creates a new document in the specified service.
Action
Delete an Archived Document
Deletes an archived document from the service.
Action
Get a Document
Retrieves a specific document.
Search
List Clients
Retrieves existing clients.
Search
List Companies
Retrieves existing companies.
Universal
Make an API Call
Performs an arbitrary authorized API request.
Search
List Document Sections
Retrieves document sections.
Search
List Templates
Retrieves available templates.
Search
List Users
Retrieves account users.
Action
Unarchive a Document
Unarchives a document that was previously archived.
Action
Update a Client
Updates a client with new information.
Action
Update a Company
Updates a company's information in the database.
Action
Update a Document
Updates a document in the specified service.
Action
Update a Document's Custom Fields
Sets or updates custom fields for a document.
Proposify Automation Use Cases
Explore potential use cases for automations using Proposify API and utilize our integration modules crafted specifically for such workflows.
2 modules
Client Update Notification
Set up triggers to notify team members whenever a client's information is updated, ensuring everyone stays informed with the latest details.
Update a Client
Watch Clients
3 modules
Automated Client Onboarding
Streamline client onboarding by creating a new client in Proposify, creating a company profile, and preparing a document using the generated details.
Create a Client
Create a Company
Create a Document
2 modules
User Activity Monitoring
Monitor user activities within Proposify to track changes and interactions that occur, maintaining transparency and oversight.
Watch Users
List Users
2 modules
Custom Document Field Update
Automatically update custom fields in documents, maintaining up-to-date information relevant to specific use cases or client requirements.
Update a Document's Custom Fields
Update a Document
2 modules
Client Interaction Tracker
Deploy a system to log client interactions and generate reports or actions based on predefined client activities.
Watch Clients
List Clients
3 modules
Document Lifecycle Management
Automate the process of archiving completed documents and unarchiving based on specific triggers, ensuring documents are appropriately managed throughout their lifecycle.
Archive a Document
Unarchive a Document
Delete an Archived Document
3 modules
Template Management System
Implement a monitoring system for template updates and utilize templates to create new documents effectively.
Watch Templates
List Templates
Create a Document
2 modules
Document Section Automation
Automate the addition of sections to documents whenever a new section is created or updated, ensuring documents are always comprehensive.
Add a Document Section
Watch Sections
3 modules
Comprehensive Company Insights
Gather detailed information on companies by periodically listing and updating them based on changes or new entries.
List Companies
Update a Company
Watch Companies
Supported Platforms
- Make.com
How to start with Proposify on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
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