Samuel Fresia
Articles
Recent activity by Samuel Fresia
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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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Slack (Beta)
The Proposify Slack Automation makes is super easy to track Proposify events in your Slack channels! This automation is part of Proposify's new Automations that is replacing our existing Legacy In...
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Release notes 2024-09-23
Updates New Updated Account Modal to use the new billing architecture Proposify Automations (feature flagged) Added feature flag for ongoing Automations and Workflow Builder work Added Automatio...
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Release notes 2024-09-16
Updates New Automatically create users in the new Integrations system Fixes Updated error response codes for our Public API Proposify 3 Join the beta! New Added new empty state to "Create docu...
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Release notes 2024-09-9
Updates New Billing Updated the billing setting controller to use the new billing architecture Updated the billing tasks model to use the new billing architecture Fixes Fixed "Create Documen...
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Release notes 2024-09-03
Updates Proposify 3 Join the beta! New Variables Created an endpoint on editor-server that will return all available variables without values Updates to the document title and total are now refl...
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Build Your First Integration
Overview This tutorial will walk you through some basic concepts of automation development. You will: Fetch data from the Proposify connector Learn how data flows between steps of an automation U...
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