STEP 1
Connect Clari 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.
Clari and Proposify Integration
Connect Clari and Proposify to automate sales workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Clari and Proposify
Detailed info you need to know about Clari and Proposify integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clari to Proposify
Set up your Clari and Proposify integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clari 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 Clari and Proposify. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clari and Proposify work in WEXTL?
WEXTL exposes actions and triggers for Clari 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.
Clari triggersProposify actions
Clari modules
- Create a CallCreates a call in the specified service.
- Create a ContactCreates a new contact in the system.
- Create a DealCreates a new deal in the system with specified parameters.
- Create an AccountCreates a new account in the service.
- Delete a ContactDeletes a contact from the specified address book or contact list.
- Delete a DealDeletes a specific deal from the system.
- Delete an AccountDeletes a specified account from the service.
- Get a CallRetrieves a call from the service.
- Get a ContactRetrieves a contact from the service.
- Get a DealRetrieves a deal based on specified criteria.
- Get an AccountRetrieves an account.
- Get CallsRetrieves all calls from the service.
- Get Scorecard TemplatesRetrieves all scorecard templates.
- Get ScorecardsRetrieves all scorecards.
- Get TopicsRetrieves all topics from the service.
- Get UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact with the provided information.
- Update a DealUpdates a deal with the provided details.
- Update an AccountUpdates an account with the provided details.
- Watch CallsTriggers when a new call is made or received.
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 Clari and Proposify.
Connect your Clari 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 Clari's "Watch Calls" fires, WEXTL can "Add a Document Section" in Proposify. Clari has 1 trigger (including Watch Calls); 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. Clari-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 Clari (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 Clari + 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 Clari and Proposify integration.
- Clari and Proposify integration source code, module specs and credentials implementation.
- Our Clari and Proposify integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clari 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.
- Clari integration information
- Proposify integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library