Auto transfer deal to proposify

CRM & Sales CRM
1

Hi.
My client wants to create a proposal on proposify automatically.
I watched the video in the link. https://support.proposify.com/hc/en-us/articles/4849048170267-Hubspot-Using-Proposify-Within-Hubspot
As far as I can see, it is necessary to click the “Create Proposal” button at the bottom right of the Deal in Hubspot. How can I do this via API?

Thanks,
Alper - Software Developer

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2

Hey @Alper, correct you would need to click on that button to create the proposal. I wasn’t able to find any API documentation on Proposify. But it looks like you could create a proposal via Zapier. So your flow could be:

  1. Deal enters stage
  2. Create Proposal in Proposify

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But you might want to add in a step to ensure the Client exists in Proposify first so it doesn’t potentially error out.

Hope that helps!