Proposify connector for Okou
Connect your Proposify account to read proposal documents, templates, clients, users, and webhooks.
Sales & operations · API Access Token
Use Proposify in Okou
Use the Proposify Connect API for Proposify proposal documents, templates, clients, users, and webhooks; supports read-only account and sales-document lookups.
Once connected, supported Proposify actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Proposify
- Read Proposify service status, documentation, and published API schemas.
- Read API-client metadata for the connected Proposify account; this requires the provider's administrative scope.
- List templates available to the connected Proposify account.
- Read companies and individual clients in the connected Proposify account.
- Read proposal documents, V3 content, and content-library sections.
- List users in the connected Proposify account.
- List registered Proposify V3 webhooks.
How the Proposify connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Proposify
Choose API Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Proposify securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Proposify connector questions
- What can Okou do with Proposify?
- Connect your Proposify account to read proposal documents, templates, clients, users, and webhooks. Documented actions include: Read Proposify service status, documentation, and published API schemas. Read API-client metadata for the connected Proposify account; this requires the provider's administrative scope.
- How do I connect Proposify to Okou?
- Connect Proposify using API Access Token. The connection controls which supported actions a workflow can use.
- Can Proposify run in an automated workflow?
- Yes. After it is connected, supported Proposify actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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