Proposify

Integrate Proposify with 2800+ apps and services

Supercharge your Proposify support workflows with Ayudo's AI-powered agents. Connect seamlessly with Zendesk, Salesforce, and Slack to resolve tickets faster, automate customer conversations, and deliver instant responses.

Explore Triggers and Actions

We’re adding more usecases, triggers and actions - check back soon!
We’re adding more usecases, triggers and actions - check back soon!

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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About Proposify

Proposify streamlines sales proposal processes, crucial for support teams managing client communications and ensuring service delivery excellence.

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Proposify

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We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How can I set up Proposify integration in Ayudo?

To use Proposify integration in Ayudo, add the Proposify node to your workflow. Authenticate using your API key from Proposify settings. Perform actions like creating support tickets from Proposify events, syncing customer data, sending automated responses, and triggering AI agent conversations. Once connected, your AI agents can automatically handle Proposify data in support conversations.

Do I need any special permissions or API keys to integrate Proposify with Ayudo?

You will need an API key available in Proposify's settings. Ensure you have permissions for accessing proposals, client data, and event triggers. Admin access may be required to obtain these credentials. Ensure your credentials have access to client data and proposal events for full support automation capabilities.

Can I combine Proposify with other apps in Ayudo workflows?

Yes! Proposify works seamlessly with Zendesk, Intercom, Slack, and Gmail. For example, when a high-value Proposify event occurs, create a Zendesk ticket, notify your team via Slack, and have an AI agent reach out proactively. These workflows are support-centric, maximizing efficiency and responsiveness.

What are some common use cases for Proposify integrations with Ayudo?

Common use cases include auto-creating support tickets from Proposify events, syncing customer data between Proposify and support tools, triggering AI agent responses based on Proposify activities, sending proactive support messages via voice/text agents, and updating Proposify records after support conversations.

How does Ayudo's pricing model benefit me when integrating Proposify?

Ayudo uses per-seat pricing ($119-$179/seat/month) which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket or per-conversation pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs. This makes Proposify automation cost-effective as your support volume scales.

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