Aspire connects to Proposify using our new Automations to enable linking Proposify documents to records in Aspire, allowing you to insert fields and display pricing from Aspire in Proposify. This is a one-way data sync, using Aspire as the source of truth for data in Proposify.
Setup
If you don't have access to Automations, go to our plans page and switch to a current plan offering.
To connect Aspire to Proposify, start by going to the Automations list and finding Aspire under “CRM” connections.
You'll need API access in Aspire to complete the connection.
Start by going to “Administration” → “Application” → “API” and then click on “New” to create a new API key.
Fill out a description and select “Select All GET” under scope. This allows Proposify to pull records from Aspire so you can link them to Proposify documents.
Copy the Client ID and Secret over to Proposify.
Scroll down and connect Proposify, then click “Next”.
Under “Aspire Entity Types”, scroll through or search to find objects you want to use in Proposify. If you missed an object, you can always come back and reconfigure with new selections.
Tip: Think about the base record type you will be linking Proposify to, and which related objects you require info from.
For Opportunities, consider including Opportunity, companies, contacts, and opportunity services (for pricing)
Once you've selected the entity types you want to connect to, click next to select the fields you need from each entity type.
Once completed, click Finish for data from Aspire to start syncing to Proposify! If you missed something, you can always come back to configuration to include the entity type or fields.
Data Sync
Proposify will fetch for new or updated records from Aspire every 2 minutes. If you make changes or create new records in Aspire, you should only need to wait a maximum of two minutes for the data to sync over to Proposify.
This data sync works for fields in Proposify documents linked to Aspire! If you connected an opportunity to a Proposify document and need to update the opportunity, you'll only need to refresh the page in Proposify (editor or preview) to see the updated data after it syncs.
Using Aspire fields
When in the template editor, simply add variables like you normally would in Proposify. Variables
When you scroll to the bottom of the list, you'll see all the entity types and fields you selected during the setup.
Displaying Estimates
This section focuses on displaying pricing, but will work for displaying any list of objects or data.
Using our FlexData tables, you can display a list of records in tables. Start by adding a “Data Grid” table to your document. This is a new table similar to regular content tables, but with a new row type for CRM FlexData.
Next, add a row and change the type to “Template”.
In the template row, add fields for your Aspire data. You'll see it duplicated in the next row below. This is normal and just acts as a placeholder. The second row will be replaced by multiple rows for each group once linked to Aspire data. In this example, I'm setting up group name and cost.
You can add multiple fields to each cell in template rows, and mix fields in regular row types outside the template row. Here's a completed table with a header row, a template row with the Estimate Group, description, cost, and a footer row with the opportunity total.
Linking Aspire CRM records to proposals
Before moving on to this step, we recommend making sure all your fields are set up in the template.
Once all your fields are configured, create a document using the template.
In the main document settings, scroll to the bottom of the right side panel and find “Link Flex Data”
You'll see all the Top Level objects you selected during setup as options for linking fields. Search for and select the records you want to connect. Once selected, click on “Add Flex Data link”.
If you don't see the object you're looking for, it may not have synced yet. Go into Aspire and update the record so that it pulls in the next sync (every minute).
You may need to refresh the page after linking the data, but you'll see all the fields updated with the data from Aspire. You can see our example with the table has updated with all the groups listed on the estimate.