STEP 1
Connect Avoma and Proposify
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Avoma and Proposify Integration
Build sales workflows between Avoma and Proposify on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Avoma and Proposify
Detailed info you need to know about Avoma and Proposify integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Avoma to Proposify
Set up your Avoma and Proposify integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Avoma and Proposify nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Avoma and Proposify. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Avoma and Proposify work in WEXTL?
WEXTL exposes actions and triggers for Avoma and Proposify that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Avoma triggersProposify actions
Avoma modules
- Create a CallCreates a Call.
- Drop a MeetingDrops a meeting with given uuid. Bot must be in the meeting in order to drop meeting.
- Get a CallRetrieves a single call by id.
- Get a MeetingRetrieves details for a specific meeting.
- Get a Meeting InsightsRetrieves insights for a specific meeting.
- Get a Meeting RecordingReturns a video and audio recording for a given meeting uuid.
- Get a RecordingRetrieves details for a Recording.
- Get a TranscriptionRetrieves a single transcription by uuid.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CallsSearches for calls matching the given criteria.
- Search MeetingsSearches for meetings by specified criteria.
- Search NotesSearches for notes within organization or for a specified meeting.
- Search TranscriptionsSearches for transcriptions matching the given criteria.
- Watch MeetingsTriggers when a meeting is created.
- Watch NotesTriggers when a note is created or updated.
Proposify modules
- Add a Document SectionAdds a section to a document.
- Archive a DocumentArchives a document in the system.
- Create a ClientCreates a new client.
- Create a CompanyCreates a new company.
- Create a DocumentCreates a new document in the specified service.
- Delete an Archived DocumentDeletes an archived document from the service.
- Get a DocumentRetrieves a specific document.
- List ClientsRetrieves existing clients.
- List CompaniesRetrieves existing companies.
- List Document SectionsRetrieves document sections.
- List TemplatesRetrieves available templates.
- List UsersRetrieves account users.
- Make an API CallPerforms an arbitrary authorized API request.
- Unarchive a DocumentUnarchives a document that was previously archived.
- Update a ClientUpdates a client with new information.
- Update a CompanyUpdates a company's information in the database.
- Update a DocumentUpdates a document in the specified service.
- Update a Document's Custom FieldsSets or updates custom fields for a document.
- Watch ClientsTriggers when client events occur.
- Watch CompaniesTriggers when company events occur.
- Watch SectionsTriggers when section events occur.
- Watch TemplatesTriggers when template events occur.
- Watch UsersTriggers when there are new user events.
Frequently asked questions
Common questions about connecting Avoma and Proposify.
Connect your Avoma and Proposify accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Avoma's "Watch Meetings" fires, WEXTL can "Add a Document Section" in Proposify. Avoma has 2 triggers (including Watch Meetings and Watch Notes); Proposify has 18 actions (including Add a Document Section, Archive a Document, and Create a Client). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Avoma-to-Proposify automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Avoma (or Proposify) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Avoma + Proposify automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Avoma and Proposify integration.
- Avoma and Proposify integration source code, module specs and credentials implementation.
- Our Avoma and Proposify integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Avoma and Proposify — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Avoma integration information
- Proposify integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library