Proposify

Native integrations

Proposify lists native integrations with CRMs such as HubSpot, Salesforce, Pipedrive, Close and Nutshell, plus Slack, Stripe and accounting tools. One concrete idea: when a deal reaches the proposal stage, create the proposal from a template with the CRM fields filled in.

API and webhooks

Proposify has API documentation at apidocs.proposify.com for custom integrations. Check which plan includes API access and whether webhooks are offered. One concrete idea: when a proposal is signed, update your own database and trigger an invoice.

No-code automation

Proposify mentions integrations with Zapier. One concrete idea: when a proposal is opened, post a message in a Slack channel so the rep can call within the hour.

Built-in automation

Proposify lists automations built from pre-built connectors or a workflow builder, so check which plan includes them. One concrete idea: send a reminder when a proposal has not been opened after three days.