Proposaly and Salesflare

How to connect Proposaly

Proposaly is a unified sales workflow platform that centralizes proposals, agreements, payments, and project updates into one automated system.

Start a workflow when this happens

Archived Lead — Triggers when a lead is archived.
Deleted Lead — Triggers when a Lead is deleted from a Workspace.
Document Moved to New Stage — Triggers when a document is moved into the specified stage.
New Document — Triggers when a new document is added to a workspace.
New Lead — Triggers when a new lead is added to a Workspace.

Show 2 more triggers

Things Salesflare can make it do

Add Recipient — Add a new recipient to a Document
Archive Lead — Archive a lead in a workspace.
Create Document — Create a new document in a workspace using the master template.
Create Document From Lead — Transform a lead into a document.
Create Document From Template — Create a document in a workspace using a custom template (for creating document from master template, please use "Create Document").

Show 15 more actions

Create Document View Only Link — Create a client-facing view only link for a document
Create Lead — Creates a new lead in a predefined workspace
Create Workspace — Create a new workspace in your company.
Delete Document — Delete a document from a workspace.
Delete Lead — Delete a lead from a workspace, this action is irreversible.
Delete Recipient — Delete a recipient from a document.
Duplicate Document — Creates a duplicate of an existing document within the same workspace.
Move Document's Stage — Move the document to other stages (In Progress, Completed, etc)
Reactivate Lead — Reactivate a lead after it has been archived.
Share Document — Sends a share document notification to recipients so they can access it.
Transfer Document Ownership — Change the owner email of a Document in a Workspace
Update Document — Update a document in a workspace, this combine 3 separate Actions (Move Document's Stage, Update Document Title, Transfer Document Ownership)
Update Lead — Update a lead in a workspace, only data from non-empty fields are updated
Update Recipient — Update a recipient in your company. Only non-empty inputs are updated.
Update Recipient Notification Settings — Update notification preferences of a recipient.

Look up existing records

Find Document by ID — Finds a Document inside a Workspace using Document ID.
Find Lead — Find lead in a workspace or lead id.
Find Recipient by ID — Finds a recipient of a document using recipient ID
Get Recipient Notification Settings — Retrieve the current notification preferences for a specific recipient.

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