Triggers are the events that start an automation, such as a new row, updated record, incoming message, or scheduled check. MindCloud watches for the trigger and starts the workflow when the event happens.

Automate tasks across Proposify with SendGrid

Q: How do triggers and actions work together?

A trigger starts the workflow, then actions do the work in connected apps. For example, a trigger can detect a new item and an action can send a message, create a task, update a record, or sync data.

Q: Can I create an automation right away?

Yes. You can describe the workflow you want, connect the apps involved, and use MindCloud to turn that request into an automation your team can refine and run.

Trigger

Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

Send a SendGrid notification when Proposify receives a high-priority item.Try now

Create a SendGrid follow-up from new qualified activity in Proposify.Try now

Copy new customer details from Proposify into SendGrid.Try now

Update the matching SendGrid item when a Proposify status changes.Try now

Start a review in SendGrid when Proposify flags an exception.Try now

Summarize new Proposify activity and save it in SendGrid.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Proposify and SendGrid work.

Connect your Proposify and SendGrid. 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 28 actions between Proposify and SendGrid.
Can’t find an action 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

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

What does MindCloud do with Proposify and SendGrid?

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

What are triggers?

How do triggers and actions work together?

Can I create an automation right away?

Related integrations

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

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.

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