STEP 1
Connect Dealhub 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.
Dealhub and Proposify Integration
Build sales workflows between Dealhub 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 Dealhub and Proposify
Detailed info you need to know about Dealhub and Proposify integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Dealhub to Proposify
Set up your Dealhub and Proposify integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Dealhub 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 Dealhub and Proposify. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Dealhub and Proposify work in WEXTL?
WEXTL exposes actions and triggers for Dealhub 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.
Dealhub triggersProposify actions
Dealhub modules
- Authenticate a UserAuthenticates a CRM user.
- Cancel a Recurring ItemCancels a recurring billing item.
- Create a One-Time ItemCreates a one-time billing item.
- Create a PaymentCreates a payment in the system for a specified transaction.
- Create a Payment MethodCreates a payment method for a user or account.
- Create a QuoteCreates a quote in the CRM.
- Create a Recurring ItemCreates a recurring billing item.
- Create an AccountCreates a new account in the system.
- Create an OpportunityCreates a new sales opportunity.
- Create or Update UsersCreates a new user or updates an existing user's information.
- Delete a One-Time ItemDeletes a one-time billing item from the system.
- Delete a Recurring ItemDeletes a recurring billing item.
- Delete an AccountDeletes an account in the specified service.
- Get a One-Time ItemRetrieves a one-time billing item.
- Get a QuoteRetrieves a specific quote.
- Get a Quote DocumentRetrieves the quote document.
- Get a Recurring ItemRetrieves a recurring billing item.
- Get a User by IDRetrieves a user by ID.
- Get a User by LoginRetrieves a user using login credentials.
- Get an AccountRetrieves an account.
- Get an Invoice PDFRetrieves an invoice PDF.
- Get DealRoom SignersRetrieves DealRoom signers for a quote.
- Get My OpportunitiesRetrieves opportunities for the current user.
- Get Product ParametersRetrieves product parameters.
- Get Product PricingRetrieves product pricing information.
- Get Quotes for an OpportunityRetrieves quotes for an opportunity.
- Get Real-Time PricingRetrieves real-time pricing data.
- List AccountsRetrieves all accounts.
- List Failed PaymentsRetrieves failed payments.
- List Invoice LinesRetrieves invoice line items.
- List Invoice Lines Awaiting TaxationRetrieves invoice lines awaiting taxation.
- List InvoicesRetrieves a list of invoices.
- List Invoices Awaiting TaxationRetrieves invoices that are awaiting taxation.
- List One-Time ItemsRetrieves all one-time billing items.
- List QuotesRetrieves a list of quotes from the service.
- List Recurring ItemsRetrieves all recurring billing items.
- List UsersRetrieves a list of users.
- Make an API CallPerforms a custom API request.
- Open a QuoteOpens an existing quote.
- Renew a Recurring ItemRenews a recurring billing item.
- Update a One-Time ItemUpdates a one-time billing item.
- Update a Recurring ItemUpdates a recurring billing item.
- Update AccountUpdates an existing account.
- Update Invoice Tax InformationUpdates tax information for an invoice.
- Watch AccountsTriggers when a new account is created or an existing account is updated.
- Watch Failed PaymentsTriggers when a payment fails.
- Watch InvoicesTriggers when a new invoice is created.
- Watch One-Time ItemsTriggers when a one-time item is created or updated.
- Watch Recurring ItemsTriggers when a recurring item is created or updated.
- Watch UsersTriggers when a new user is created.
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 Dealhub and Proposify.
Connect your Dealhub 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 Dealhub's "Watch Accounts" fires, WEXTL can "Add a Document Section" in Proposify. Dealhub has 6 triggers (including Watch Accounts, Watch Failed Payments, and Watch Invoices); 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. Dealhub-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 Dealhub (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 Dealhub + 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 Dealhub and Proposify integration.
- Dealhub and Proposify integration source code, module specs and credentials implementation.
- Our Dealhub and Proposify integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Dealhub 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.
- Dealhub integration information
- Proposify integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library