STEP 1
Select Proposify in workflow
Pick Proposify app in the workflow builder [4] - just one click to select the app.
Proposify Integration
Proposal software for creating, sending, and tracking sales documents. Push Proposify leads, opportunities, and sales activity into CRM, outreach, and forecasting workflows. When Watch Clients arrives, automatically continue with Get a Document or List Clients.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Proposify integration
Triggers can detect changes in Proposify and run actions that can create, search or modify data inside Proposify automatically [3] — exactly how you set them.
- 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.
- 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.
- 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- Delete an Archived DocumentDeletes an archived document from the service.
- 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.
How to integrate Proposify in automation workflow?
3 simple steps to make your Proposify connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Proposify
When prompted, authorize access to Proposify in WEXTL once. Proposify credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Proposify account. Approve?
STEP 3
Build a workflow
Build your workflow with Proposify yourself or with WEXTL® AI Builder. Connect Proposify to any available integrations [5], or use HTTP node to go beyond them.
Proposify
How Proposify connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Proposify app is called in workflows. That allows your sales automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Proposify supports.
The following table illustrates what fields Proposify integration require during authorization flow inside our workflow builder [4].
Connect Proposify
Client ID*Text
••••••••
Client Secret*Text
••••••••
Demonstration of Proposify connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | Make sure to use the following redirect url: the Callback URL shown in this connection form. |
Client SecretRequired | password | Client secret created by admin. |
Connect Proposify to popular apps on WEXTL
Enter a name of the other app you want to sync with Proposify below. Click on selected app to explore integration options with Proposify. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Proposify integration
Select Watch Clients trigger from Proposify - this will be a starting point in your automation. Whenever event happens in Proposify, workflow will start [7] from Watch Clients node.
Search for Add a Document Section, connect it as the next step of integration sequence. You can use filters between Watch Clients and Add a Document Section, so only important data pass from Watch Clients to the next step. WEXTL gives you full control over the process of Proposify automation. All parts of workflow are visible on the canvas [4].
Proposify on WEXTL has 23 modules for combining sales automations. Explore Proposify documentation for more.
Video slide demonstrates how Watch Clients and Add a Document Section [6] nodes are used in Proposify workflow.
Frequently asked questions
Common questions about automating Proposify in your workflows.
Proposify has 5 triggers, including "Watch Clients", "Watch Companies", and "Watch Sections", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 18 actions, including "Get a Document", "List Clients", and "List Companies", and more. Refer to our Proposify Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Proposify integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Proposify official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Proposify provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Proposify or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Proposify inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Proposify modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Proposify integration.
- Proposify integration source code, module specs and credentials implementation.
- Internal Proposify integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Proposify vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Proposify App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation