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Automate tasks across Proposify with Google Drive

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Proposify and Google Drive talk.
Here are some common ways to automate work between them.

Send a Google Drive notification when Proposify receives a high-priority item.Try now
Create a Google Drive follow-up from new qualified activity in Proposify.Try now
Copy new customer details from Proposify into Google Drive.Try now
Update the matching Google Drive item when a Proposify status changes.Try now
Start a review in Google Drive when Proposify flags an exception.Try now
Summarize new Proposify activity and save it in Google Drive.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Proposify and Google Drive work.

Connect your Proposify and Google Drive. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 35 actions between Proposify and Google Drive.
Can’t find an action you need? Let us know.

List Content V3Run a list content v3 action in Proposify.Create a new companyCreate a new company in Proposify.Lists existing companiesRun a lists existing companies action in Proposify.Update companyUpdate company in Proposify.Create a new clientCreate a new client in Proposify.Lists existing clientsRun a lists existing clients action in Proposify.Update clientUpdate client in Proposify.List account usersRun a list account users action in Proposify.Archive documentRun an archive document action in Proposify.Create a new documentCreate a new document in Proposify.Create Document V3Create document v3 in Proposify.Delete archived documentDelete archived document in Proposify.Get Document V3Run a get document v3 action in Proposify.List DocumentRun a list document action in Proposify.Set document custom fieldsSet document custom fields in Proposify.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Proposify and Google Drive.

MindCloud connects Proposify and Google Drive so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.