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Proposify Sales API: Watch Clients, Add a Document Section

Proposal software for creating, sending, and tracking sales documents. 5 triggers, 6 searches, and 12 actions including Watch Clients.

About this integration

Proposal software for creating, sending, and tracking sales documents. Connect it to any workflow without writing code.

You can choose from 5 triggers, 6 search modules and 12 actions. The connection type is oauth authentication.

How to connect

The credential form asks for Client ID and Client Secret.

Prefer the interactive builder form? Open it on the app page.

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

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.

Use it in workflow automation

Start with Watch Clients, then add Add a Document Section.

The canvas below runs Watch Clients into Add a Document Section — watch the video, then drop a node onto the canvas.

Select the Watch Clients trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Add a Document Section as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 17 ready-made modules for sales work — each run logs its inputs and outputs for debugging.

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

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

Triggers, searches and actions

Explore the fields available for each Proposify trigger, search, and action — 5 triggers, 6 searchs, and 12 actions.

Triggers

Whenever something changes in the app, one of 5 available triggers can start a run immediately.

Watch Clients
Watch Companies
Watch Sections
Watch Templates
Watch Users

Searches

6 search modules let you query the app mid-run and feed the results to the next step.

Get a Document
List Clients
List Companies
List Document Sections
List Templates

1more search

Actions

Use 12 action modules to write data back into the app from anywhere in a run.

Add a Document Section
Archive a Document
Create a Client
Create a Company
Create a Document

7more actions

Explore the fields available for each Proposify trigger, search, and action.

Triggers

Output fields

Field	Type
ID	number
Company ID	number
First name	text
Last name	text
Email	text
Title	text
Office no	text
Mobile no	text
Use company address	boolean
Is primary	boolean
Use for proposal ID	number
Address 1	text
Address 2	text
City	text
Zip code	text
Website URL	text
Country	text
State	text

Output fields

Field	Type
ID	number
Name	text
Address 1	text
Address 2	text
City	text
Zip code	text
Website URL	text
Country	text
State	text

Output fields

Field	Type
ID	number
Account ID	number
Section group ID	number
Name	number
Sort order	number
Path	array

Output fields

Field	Type
ID	number
Name	text

Output fields

Field	Type
ID	number
Email	text
First name	text
Last name	text
Title	text

Searches

Input fields

Field	Type
Document IdRequired	number

Output fields

Field	Type
ID	number
Account ID	number
Client ID	number
User ID	number
Currency ID	number
Currency	text
Language ID	number
Send thanks	number
Thanks message ID	number
Date format ID	number
Currency format	text
Name	text
Number	number
Download count	number
Due date	date
Notes	text
Payment percent	number
Payment amount	number
Include tax	boolean
Table view	text

34other output fields

Input fields

Field	Type
Client ID	choice
Company ID	choice
First Name	text
Last Name	text
Email	email
Limit	number

Output fields

Field	Type
ID	number
Company ID	number
First name	text
Last name	text
Email	text
Title	text
Office no	text
Mobile no	text
Use company address	boolean
Is primary	boolean
Use for proposal ID	number
Address 1	text
Address 2	text
City	text
Zip code	text
Website URL	text
Country	text
State	text

Input fields

Field	Type
Company Id	choice
Company Name	text
Limit	number

Output fields

Field	Type
ID	number
Name	text
Address 1	text
Address 2	text
City	text
Zip code	text
Website URL	text
Country	text
State	text

Input fields

Field	Type
Limit	number

Output fields

Field	Type
ID	number
Account ID	number
Section group ID	number
Name	number
Sort order	number
Path	array

Input fields

Field	Type
Limit	number

Output fields

Field	Type
ID	number
Name	text

Input fields

Field	Type
Limit	number

Output fields

Field	Type
ID	number
Email	text
First name	text
Last name	text
Title	text

Actions

Input fields

Field	Type
Document IDRequired	number
Section IDRequired	choice
Order	number

Output fields

Field	Type
ID	number
Account ID	number
Client ID	number
User ID	number
Currency ID	number
Currency	text
Language ID	number
Send thanks	number
Thanks message ID	number
Date format ID	number
Currency format	text
Name	text
Number	number
Download count	number
Due date	date
Notes	text
Payment percent	number
Payment amount	number
Include tax	boolean
Table view	text

34other output fields

Input fields

Field	Type
Document IDRequired	number

Output fields

Field	Type
ID	number
Account ID	number
Client ID	number
User ID	number
Currency ID	number
Currency	text
Language ID	number
Send thanks	number
Thanks message ID	number
Date format ID	number
Currency format	text
Name	text
Number	number
Download count	number
Due date	date
Notes	text
Payment percent	number
Payment amount	number
Include tax	boolean
Table view	text

34other output fields

Input fields

Field	Type
Use Company AddressRequired	boolean
Company ID	choice
First NameRequired	text
Last NameRequired	text
Email	text
Job Title	text
Office Phone	text
Mobile Phone	text
Is Primary Contact	boolean
Use For Proposal ID	number
Address Line 1	text
Address Line 2	text
City	text
ZIP / Postal Code	text
Website URL	text
Country	text
State / Region	text

Output fields

Field	Type
Country	text
State	text
ID	number
Company ID	number
First name	text
Last name	text
Email	text
Title	text
Office no	text
Mobile no	text
Use company address	boolean
Is primary	boolean
Use for proposal ID	number
Address 1	text
Address 2	text
City	text
Zip code	text
Website URL	text

Input fields

Field	Type
NameRequired	text
Country	text
State / Region	text
Address Line 1	text
Address Line 2	text
City	text
ZIP / Postal Code	text
Website URL	text

Output fields

Field	Type
Country	text
State	text
ID	number
Name	text
Address 1	text
Address 2	text
City	text
Zip code	text
Website URL	text

Input fields

Field	Type
Client IDRequired	choice
User IDRequired	choice
Document NameRequired	text
Due DateRequired	date
Currency ID	number
Currency Code	text
Language ID	number
Send Thanks	number
Thanks Message ID	number
Date Format ID	number
Currency Format	text
Notes	text
Payment Percent	number
Payment Amount	number
Table View	text
Value	number
Total	number
Total Hourly	number
Total Monthly	number
Total Annual	number

25other input fields

Output fields

Field	Type
ID	number
Account ID	number
Client ID	number
User ID	number
Currency ID	number
Currency	text
Language ID	number
Send thanks	number
Thanks message ID	number
Date format ID	number
Currency format	text
Name	text
Number	number
Download count	number
Due date	date
Notes	text
Payment percent	number
Payment amount	number
Include tax	boolean
Table view	text

34other output fields

Input fields

Field	Type
Document IdRequired	number

Output fields

Field	Type
ID	number
Account ID	number
Client ID	number
User ID	number
Currency ID	number
Currency	text
Language ID	number
Send thanks	number
Thanks message ID	number
Date format ID	number
Currency format	text
Name	text
Number	number
Download count	number
Due date	text
Notes	text
Payment percent	number
Payment amount	number
Include tax	boolean
Table view	text

34other output fields

Input fields

Field	Type
URLRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields

Field	Type
Body	text
Headers	object
Status code	number

Input fields

Field	Type
Document IDRequired	number

Output fields

Field	Type
ID	number
Account ID	number
Client ID	number
User ID	number
Currency ID	number
Currency	text
Language ID	number
Send thanks	number
Thanks message ID	number
Date format ID	number
Currency format	text
Name	text
Number	number
Download count	number
Due date	date
Notes	text
Payment percent	number
Payment amount	number
Include tax	boolean
Table view	text

34other output fields

Input fields

Field	Type
Client IDRequired	choice
Company ID	choice
First Name	text
Last Name	text
Email	email
Title	text
Office No	text
Mobile No	text
Use Company Address	boolean
Is Primary	boolean
Use for Proposal ID	number
Address 1	text
Address 2	text
City	text
ZIP Code	text
Website URL	url
Country	text
State	text

Output fields

Field	Type
Country	text
State	text
ID	number
Company ID	number
First name	text
Last name	text
Email	text
Title	text
Office no	text
Mobile no	text
Use company address	boolean
Is primary	boolean
Use for proposal ID	number
Address 1	text
Address 2	text
City	text
Zip code	text
Website URL	text

Input fields

Field	Type
Company IDRequired	choice
Name	text
Address Line 1	text
Address Line 2	text
City	text
Zip Code	text
Website URL	url
Country	text
State	text

Output fields

Field	Type
Country	text
State	text
ID	number
Name	text
Address 1	text
Address 2	text
City	text
Zip code	text
Website URL	text

Input fields

Field	Type
Document IDRequired	number
Client ID	choice
User ID	choice
Currency ID	number
Currency	text
Language ID	number
Send Thanks	number
Thanks Message ID	number
Date Format ID	number
Currency Format	text
Name	text
Due Date	date
Notes	text
Payment Percent	number
Payment Amount	number
Table View	text
Value	number
Total	number
Total Hourly	number
Total Monthly	number

25other input fields

Output fields

Field	Type
Client ID	number
User ID	number
Currency ID	number
Currency	text
Language ID	number
Send thanks	number
Thanks message ID	number
Date format ID	number
Currency format	text
Name	text
Due date	text
Notes	text
Payment percent	number
Payment amount	number
Table view	text
Value	number
Total	number
Total hourly	number
Total monthly	number
Total annual	number

24other output fields

Input fields

Field	Type
Document IDRequired	number
Custom FieldsRequired	array

Output fields

Field	Type
ID	number
Field ID	number
Name	text
Field type	text
Value	text