Put Proposify to workacross your business

Yes. MindCloud can integrate Proposify with our 3,100+ supported apps, including ERPs, accounting systems, CRMs, databases, warehouses, ecommerce platforms, spreadsheets, and the tools your team already uses day to day.

If Proposify needs to share data with another system, there is almost always a way to connect them.

We commonly find Proposify integrated with Aspire, ADP, Airtable, D-Tools SI and many others.

Both. MindCloud can read data out of Proposify and change records where the connector supports writes, such as document, Document V3, client, company, and Webhook V3.

It can also look up read-only records like account users, content library sections, Content V3, Templates, and Webhooks V3, so workflows can use that accounting context without implying every object is writable.

MindCloud can create, update, and list clients and companies. For documents, you can create, update, list, archive, and unarchive them.

You can also create document sections, set custom fields, and manage Webhooks V3 and templates through listing and retrieval workflows.

MindCloud can create new clients and companies in Proposify from external data sources, then update those records with fresh information as it arrives.

This eliminates manual data entry and keeps prospect and account details current without re-keying.

MindCloud can create new documents, update their content and metadata, archive and unarchive them as needed, and retrieve document details for reporting.

You can also add document sections and set custom fields, enabling template-driven proposal generation tied to your business logic.

MindCloud can create and manage Webhooks V3 in Proposify, allowing you to automate actions when proposals are sent, viewed, or signed.

You can also list existing webhooks to audit your integrations and ensure the right triggers are in place.

MindCloud runs on an enterprise-ready integration platform called Gravity. Gravity is a low-code workflow builder that connects your applications together and moves data between them on a schedule, in real time, or on demand.

The Proposify connector is one of Gravity's pre-built integrations, so you simply plug in Proposify and start building rather than wiring up the API yourself.

Not unless you want to. You can build it yourself in Gravity, our low-code platform: connect Proposify and the other app, choose your actions, and run it, with no code required.

Prefer to have it done for you? MindCloud also offers full-service builds. Talk to our team.

Pick the workflow you want to automate, connect Proposify and the other apps involved, and build your first flow in Gravity. Want it built for you instead?

Talk to our team.