Sign inGet started
Docs
Get started

Automate tasks across Proposify with Salesforce

We work with you to understand your business processes, and automate all work between Proposify and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Proposify and Salesforce.

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

Every action you need

Your company can interact with Proposify and Salesforce using our 46 actions.
Can’t find what you need? Let us know.

List Content V3ReadRun a list content v3 action in Proposify.
Create a new companyCreateCreate a new company in Proposify.
Lists existing companiesReadRun a lists existing companies action in Proposify.
Update companyUpdateUpdate company in Proposify.
Create a new clientCreateCreate a new client in Proposify.
Lists existing clientsReadRun a lists existing clients action in Proposify.
Update clientUpdateUpdate client in Proposify.
List account usersReadRun a list account users action in Proposify.
Archive documentUpdateRun an archive document action in Proposify.
Create a new documentCreateCreate a new document in Proposify.
Create Document V3CreateCreate document v3 in Proposify.
Delete archived documentDeleteDelete archived document in Proposify.
Get Document V3ReadRun a get document v3 action in Proposify.
List DocumentReadRun a list document action in Proposify.
Set document custom fieldsUpdateSet document custom fields in Proposify.

Frequently Asked Questions

Common questions about working with MindCloud on your Proposify and Salesforce integration.

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your Proposify integration end to end. You tell us what you need and we deliver a working, production-ready connection.

Related integrations

Explore other ways to connect Proposify with the apps your team already uses, or browse every Proposify and Salesforce integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

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.