STEP 1
Connect Better Proposals 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.
Better Proposals and Proposify Integration
Keep Better Proposals and Proposify in sync by integrating their events and actions. When sales events happen in Better Proposals, update the Proposify automatically - without any line of code in visual workflow builder.
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Learn about Better Proposals and Proposify
Detailed info you need to know about Better Proposals and Proposify integrations in WEXTL. Explore which modules apps support and how you connect them.
Better Proposals
Online proposal software for creating, sending, tracking, and signing sales proposals. [5]
How to connect Better Proposals to Proposify
Set up your Better Proposals and Proposify integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Better Proposals 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 Better Proposals and Proposify. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Better Proposals and Proposify work in WEXTL?
WEXTL exposes actions and triggers for Better Proposals 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.
Better Proposals triggersProposify actions
Better Proposals modules
- Create a ProposalCreates a new proposal using specified parameters.
- Get a ProposalRetrieves a single proposal by id.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch New ProposalsTriggers when new proposals change or are created.
- Watch Opened ProposalsTriggers when opened proposals change or are created.
- Watch Paid ProposalsWatches for proposals that had payments on them.
- Watch Sent ProposalsWatches for proposals that were sent.
- Watch Signed ProposalsWatches for proposals that were signed.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Better Proposals and Proposify integrations. Pick any from the list below if the current combination isn't the one you need.
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. [3]
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). 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. Better Proposals-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 Better Proposals (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 Better Proposals + 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 Better Proposals and Proposify integration.
- Better Proposals and Proposify integration source code, module specs and credentials implementation.
- Our Better Proposals and Proposify integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Better Proposals 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.
- Better Proposals integration information
- Proposify integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library