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Proposify Integrations

Proposal software for creating, sending, and tracking sales documents. Connect Proposify to AI agents, automate workflows, and scale with confidence.

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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.
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Delete an Archived DocumentDeletes an archived document from the service.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.

Connect Proposify to any app in workflows

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Frequently asked questions

Everything you need to know about connecting Proposify to your workflows.

Connect your Proposify account, choose a trigger or action, and map fields so data flows automatically between Proposify and your workflows.