Can Clari trigger actions in Proposify, and Proposify in Clari?

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 Clari and Proposify?

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

Clari + Proposify Integration

Connect Clari and Proposify to automate sales work — trigger in one app, run actions in the other, wired in minutes.

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).

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Clari triggersProposify actions

Clari workflow triggers

Proposify workflow actions

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.

ClariBrowse all Clari triggers, actions, and integrations.

ProposifyBrowse all Proposify triggers, actions, and integrations.

Clari + Proposify Integration

Frequently asked questions

How do I connect Clari and Proposify?

What can I automate between Clari and Proposify?

Can Clari trigger actions in Proposify, and Proposify in Clari?

Do I need to write code to integrate Clari and Proposify?

Explore Clari and Proposify, or get started

Clari + Proposify Integration

Frequently asked questions

How do I connect Clari and Proposify?

What can I automate between Clari and Proposify?

Can Clari trigger actions in Proposify, and Proposify in Clari?

Do I need to write code to integrate Clari and Proposify?

Explore Clari and Proposify, or get started