Sign inGet started
Docs
Get started

Automate tasks across Proposify with Vtiger CRM

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Proposify and Vtiger CRM. 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 62 actions between Proposify and Vtiger CRM.
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 Vtiger CRM.

Apps are the systems your business runs on, like Proposify and Vtiger CRM. 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.

Related integrations

Explore other ways to connect Proposify with the apps your team already uses, or browse every Proposify and Vtiger CRM 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 invite iconRequest an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expert iconTalk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.