Samuel Fresia
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Recent activity by Samuel Fresia
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Release notes 2024-10-28
Updates New Billing Updated Document Opens to Sends Updated billing overview page to new design API/Automations Flex Data (Feature flagged) Added API to ingest metadata from external sour...
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Release notes 2024-10-21
Updates New API/Automations Created endpoints for consuming/storing data from external sources Fixes Fixed issue with prorated cost when upgrading plan or adding seats Proposify 3 Join the ...
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Google Drive (Beta)
The Proposify Google Drive Automation allows you to automatically save PDFs of Won documents to a desired location in Google Drive. This automation is part of Proposify's new Automations that are...
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Dropbox (Beta)
The Proposify Dropbox Automation allows you to automatically save PDFs of Won documents to a desired folder in Dropbox. This automation is part of Proposify's new Automations that are replacing o...
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Testing Proposify's Connector
For general information on testing in the Workflow Builder, refer to this article: Testing Workflows Testing your workflows in the builder is essential to speeding up your process in the Workflow B...
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Testing Workflows
For more in depth information on testing Proposify specific triggers and actions, check out this article: The workflow designer provides a sandbox for testing workflows. From the designer you can r...
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Release notes 2024-10-07
Updates New Billing Updated flow when upgrading to the Business plan from existing plans Added promo code logic to the new billing flows Automations/Workflow Builder (feature flagged) Added ...
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ClickUp (Beta)
Automatically create projects in ClickUp when your Proposify documents are signed and won! This automation is part of Proposify's new Automations that is replacing our existing Legacy Integrations....
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Release notes 2024-09-30
Updates New Billing Self serve the Business plan from the billing page in Proposify Automations/Workflow Builder (feature flagged) Add triggers to for Document Created and Approved Added ...
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Publish to Automations
In this step you'll prepare the workflow you created for the Automations list. Once the workflow has been added to Automation, your team can activate it for themselves. Adding a logo Automations lo...
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