STEP 1
Connect LoneScale 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.
LoneScale and Proposify Integration
Connect LoneScale 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 LoneScale and Proposify
Detailed info you need to know about LoneScale and Proposify integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect LoneScale to Proposify
Set up your LoneScale and Proposify integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected LoneScale 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 LoneScale and Proposify. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between LoneScale and Proposify work in WEXTL?
WEXTL exposes actions and triggers for LoneScale 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.
Proposify triggersLoneScale actions
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- Delete an Archived DocumentDeletes an archived document from the service.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.
LoneScale modules
- Add List ItemAdds a company or person entry to an imported list.
- Create a ListCreates a new imported list for companies or people.
- Delete a ListDeletes an imported list that no active workflow uses.
- Enrich ContactsStarts a waterfall enrichment job for a batch of contacts.
- Enrich Contacts (Sync)Enriches up to ten contacts and returns the results in the response.
- Get a ListReturns a single imported list by identifier.
- Get All ListsRetrieves the imported lists belonging to the account.
- Get CRM Mapping PreviewReturns the CRM field mapping a sync will apply.
- Get CRM Sync Delivery LogRetrieves the per-record outcome of a CRM sync run.
- Get CRM Sync StatusReturns the progress counters of a CRM sync run.
- Get Job StatusReturns the status and results of an enrichment or sourcing job.
- Get List ItemsRetrieves the entries stored in an imported list.
- Get User InfoRetrieves the profile and remaining credits for the API key holder.
- List WebhooksRetrieves the platform webhook destinations configured for the team.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove List ItemRemoves a single entry from an imported list.
- Search CompanyResolves a single company by domain, LinkedIn identifier, or name.
- Search ContactsStarts a job that sources contacts at a company by persona.
- Search Contacts (Sync)Sources up to ten contacts at a company and returns them in the response.
- Search CRM ContactLooks up a contact in the connected CRM and returns the record owner.
- Sync to CRMPushes contacts and companies into the connected CRM using the configured mapping.
- Verify Phone NumberChecks whether a phone number belongs to the named person.
Frequently asked questions
Common questions about connecting LoneScale and Proposify.
Connect your LoneScale 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 Proposify's "Watch Clients" fires, WEXTL can "Add List Item" in LoneScale. LoneScale has 22 actions (including Add List Item, Create a List, and Delete a List); 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. LoneScale-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 LoneScale (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 LoneScale + 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 LoneScale and Proposify integration.
- LoneScale and Proposify integration source code, module specs and credentials implementation.
- Our LoneScale and Proposify integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for LoneScale 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.
- LoneScale integration information
- Proposify integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library