What actions can I run in Proposify?

18 actions are available, including "Get a Document", "List Clients", and "List Companies", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Proposify Integrations

Proposal software for creating, sending, and tracking sales documents. Push Proposify leads and opportunities into CRM, outreach, and forecasting tools.

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Delete an Archived DocumentDeletes an archived document from the service.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

When to use Proposify

Common scenarios where Proposify automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Clients" fires in Proposify — start multi-step automations without polling or manual checks.
Automate "List Clients" in Proposify as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Watch Sections" from Proposify with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Use in workflow automation

Start from Proposify’s Watch Clients trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Document Section as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 23 ready-made steps for sales work, and every run records what went in and what came back.

Proposify workflow on the canvas: Watch Clients then Add a Document Section

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. Use them to start workflows the moment Proposify events fire — no polling required.

Use in workflow automation

Start from Proposify’s Watch Clients trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Document Section as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 23 ready-made steps for sales work, and every run records what went in and what came back.

Proposify Integrations

When to use Proposify

Use in workflow automation

Frequently asked questions

Proposify Integrations

When to use Proposify

Connect Proposify to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Proposify to any app in workflows

Connect Proposify to any app in workflows

Connect Proposify to any app in workflows

Proposify Integrations

Proposify triggers and actions

When to use Proposify

Use in workflow automation

Frequently asked questions

What triggers does Proposify support?

What actions can I run in Proposify?

Do I need to write code to automate this?

Is the integration secure?

Proposify Integrations

Proposify triggers and actions

When to use Proposify

Connect Proposify to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Proposify support?

What actions can I run in Proposify?

Do I need to write code to automate this?

Is the integration secure?

Connect Proposify to any app in workflows

Connect Proposify to any app in workflows

Connect Proposify to any app in workflows