Proposify
Proposify enables businesses to create, send, and manage proposals through API integration, facilitating the proposal process in sales workflows.
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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Delete an Archived Document
Deletes an archived document from the service.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
Delete Old Archived Documents
Delete documents that have been archived for over a year.
Delete an Archived Document
Archive a Document
2 modules
List Active Clients
Retrieve a list of all active clients.
List Clients
Watch Clients
2 modules
Unarchive Important Documents
Unarchive documents marked as important.
Unarchive a Document
Get a Document
2 modules
Update Document Custom Fields
Update custom fields of a document as needed.
Update a Document's Custom Fields
Get a Document
2 modules
Synchronize Company Information
Update company information when changes occur.
Update a Company
Watch Companies
2 modules
Create New Proposal Document
Create a new proposal document for a client.
Create a Client
Create a Document
2 modules
Update Client Information
Update client information when changes are detected.
Watch Clients
Update a Client
2 modules
Archive Completed Proposals
Archive proposals after they are completed.
Watch Templates
Archive a Document
2 modules
Add Section to Proposal
Add a new section to an existing proposal document.
Add a Document Section
Get a Document
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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