Can Better Proposals trigger actions in Proposify, and Proposify in Better Proposals?

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.

Do I need to write code to integrate Better Proposals and Proposify?

No. Better Proposals-to-Proposify automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Better Proposals + Proposify Integration

Keep Better Proposals and Proposify aligned: when sales events happen in one, update the other automatically.

Example: when Better Proposals's "Watch New Proposals" fires, WEXTL can "Add a Document Section" in Proposify. Better Proposals has 5 triggers (including Watch New Proposals, Watch Opened Proposals, and Watch Paid Proposals); Proposify has 18 actions (including Add a Document Section, Archive a Document, and Create a Client).

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Better Proposals triggersProposify actions

Better Proposals workflow triggers

Proposify workflow actions

Frequently asked questions

Common questions about connecting Better Proposals and Proposify.

Connect your Better Proposals 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.

Better ProposalsBrowse all Better Proposals triggers, actions, and integrations.

ProposifyBrowse all Proposify triggers, actions, and integrations.

Better Proposals + Proposify Integration

Frequently asked questions

How do I connect Better Proposals and Proposify?

What can I automate between Better Proposals and Proposify?

Can Better Proposals trigger actions in Proposify, and Proposify in Better Proposals?

Do I need to write code to integrate Better Proposals and Proposify?

Explore Better Proposals and Proposify, or get started

Better Proposals + Proposify Integration

Frequently asked questions

How do I connect Better Proposals and Proposify?

What can I automate between Better Proposals and Proposify?

Can Better Proposals trigger actions in Proposify, and Proposify in Better Proposals?

Do I need to write code to integrate Better Proposals and Proposify?

Explore Better Proposals and Proposify, or get started