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

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 Loopio and Proposify?

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

Loopio + Proposify Integration

Keep Loopio and Proposify aligned: when sales events happen in one, update the other automatically.

Example: when Loopio's "Watch Event" fires, WEXTL can "Add a Document Section" in Proposify. Loopio has 11 triggers (including Watch Event, Watch Project Compliance, and Watch Project Entries); Proposify has 18 actions (including Add a Document Section, Archive a Document, and Create a Client).

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Loopio triggersProposify actions

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Frequently asked questions

Common questions about connecting Loopio and Proposify.

Connect your Loopio 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.

LoopioBrowse all Loopio triggers, actions, and integrations.

ProposifyBrowse all Proposify triggers, actions, and integrations.

Loopio + Proposify Integration

Frequently asked questions

How do I connect Loopio and Proposify?

What can I automate between Loopio and Proposify?

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

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

Explore Loopio and Proposify, or get started

Loopio + Proposify Integration

Frequently asked questions

How do I connect Loopio and Proposify?

What can I automate between Loopio and Proposify?

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

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

Explore Loopio and Proposify, or get started