Proposify integration
Proposal Software to Streamline Your Sales Process.
Set up Proposify in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Proposify account
In Relevance AI, open Integrations and add Proposify. You will be sent to Proposify to sign in and approve access, and the connection is stored against your workspace.
3
Call Proposify from an agent
Create a tool and add an API tool step. Your agent can call any Proposify endpoint using the account you just connected.
Put Proposify to work in your agents
Connect Proposify alongside 1,800+ other integrations and let your agents run the busywork.