Pick a template → connect your tools → go live in 2 minutes.
When a HubSpot deal moves to Proposal stage, generate a Proposify document pre-filled with contact, company, and line items so reps stop rebuilding templates by hand.
HubSpot: Deal moved to Proposal stage
Arahi AI: Match & assign
Proposify: Create proposal with deal data
Broadcast Proposify signed proposals into a Slack wins channel with the deal value so leadership and CS know when to congratulate reps and kick off onboarding.
Proposify: Proposal marked signed
Arahi AI: Decide the next action
Slack: Post deal value to wins channel
When a Proposify proposal is signed, create a QuickBooks invoice with matching line items so finance bills the client the same hour the contract is finalized.
Proposify: Proposal signed
Arahi AI: Match & assign
QuickBooks: Create invoice with line items
An event occurs in Proposify or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Proposify and other tools — no manual work required.
Proposify simplifies workflows, while Arahi AI empowers these tasks with AI Sales Agents.
When a new lead lands in Proposify, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
Route high-value deal movements from Proposify to a Slack channel the instant they cross a threshold.
Log call summaries and next steps from Zoom or Meet straight into the matching Proposify contact.
Flag and merge duplicate Proposify contacts as they appear instead of quarterly cleanup sprints.
Ready-to-use Proposify actions you can add to your agents instantly.
Custom API calls to Proposify with full control for advanced use cases.
Sign in to your Arahi AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Arahi AI to access your API using OAuth.
Choose "Proposify" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Proposify data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Proposal Software to Streamline Your Sales Process With Arahi AI, you can connect Proposify to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a business management tool, Proposify connects with other business management apps like Adversus, Clearbit, Contacts+, Flexie through Arahi AI's integration platform. Build multi-step automations that combine Proposify with AI-powered decision making, data transformation, and cross-app orchestration.
Curated for Proposify's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Proposify.
