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Automate tasks across Proposify with ServiceTitan

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

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 ServiceTitan.

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

Every action you need

Your company can interact with Proposify and ServiceTitan using our 118 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 ServiceTitan integration.

Apps are the systems your business runs on, like Proposify and ServiceTitan. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.