Proposify
Proposal software for creating, sending and tracking sales proposals.
- Category
- CRM & Sales
- Type
- Proposals
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, OAuth 2.0
02Data
What you can sync.
- Proposals
- Clients
- Contacts
- Proposal views
- Users
Join Proposify proposals with billing, support and product usage to see each account in full.
Need more? Name any other Proposify data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- OAuth 2.0 (client ID, client secret, refresh token)
Proposify uses an API key or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Proposify if you need help.
04How it works
How it works in DataMind.
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Pick Proposify.
Open Lake, pick Proposify in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Proposify API docs.
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Answer a few questions.
The AI reads the Proposify documentation, then asks which credentials you will use, which data to sync (for example proposals and clients), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Proposify data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
