Proposify - Apps Documentation

Requirements

Connecting Proposify takes an active account plus OAuth client credentials, granted by signing in with your account — no other setup is required.[3]

Get your Proposify credentials

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

Client IDtextRequired
Make sure to use the following redirect url: the Callback URL shown in this connection form.
[1]
Client SecretpasswordRequired
Client secret created by admin.
[1]

Connect Proposify in WEXTL

Log in to your WEXTL account, add the Proposify node module to your workflow, and click Create new credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your Proposify account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Proposify node modules

The list below is a reference of every Proposify node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Expand any Proposify node module below to see exactly what it takes in, what it returns, and what connection it needs.

Watch ClientsTrigger

Output fields[3]

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

Watch CompaniesTrigger

Output fields[3]

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

Watch SectionsTrigger

Output fields[3]

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

Watch TemplatesTrigger

Output fields[3]

Field	Type
ID	number
Name	text

Watch UsersTrigger

Output fields[3]

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

Get a DocumentAction

Input fields[3]

Field	Type
Document IdRequired	number

Output fields[3]

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

List ClientsSearch

Input fields[3]

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

Output fields[3]

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

List CompaniesSearch

Input fields[3]

Field	Type
Company Id	choice
Company Name	text
Limit	number

Output fields[3]

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

List Document SectionsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

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

List TemplatesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	number
Name	text

List UsersSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

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

Add a Document SectionAction

Input fields[3]

Field	Type
Document IDRequired	number
Section IDRequired	choice
Order	number

Output fields[3]

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

Archive a DocumentAction

Input fields[3]

Field	Type
Document IDRequired	number

Output fields[3]

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

Create a ClientAction

Input fields[3]

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[3]

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

Create a CompanyAction

Input fields[3]

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[3]

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

Create a DocumentAction

Input fields[3]

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[3]

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

Delete an Archived DocumentAction

Input fields[3]

Field	Type
Document IdRequired	number

Output fields[3]

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

Make an API Calluniversal

Input fields[3]

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

Output fields[3]

Field	Type
Body	text
Headers	object
Status code	number

Unarchive a DocumentAction

Input fields[3]

Field	Type
Document IDRequired	number

Output fields[3]

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

Update a ClientAction

Input fields[3]

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[3]

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

Update a CompanyAction

Input fields[3]

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[3]

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

Update a DocumentAction

Input fields[3]

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[3]

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

Update a Document's Custom FieldsAction

Input fields[3]

Field	Type
Document IDRequired	number
Custom FieldsRequired	array

Output fields[3]

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

Templates

Look for Proposify templates in the WEXTL template library.

Browse templates →

Explore alternative apps

More apps in Sales category →

References

WEXTL® Proposify Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for Proposify.
WEXTL® visual workflow builder data.

Last updated: Jul 24, 2026 18:12

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