Integrate Proposaly with 2,000+ apps and services

Unlock the full potential of Proposaly and n8n’s automation platform by connecting Proposaly’s capabilities with over 2,000 apps, data sources, services, and n8n’s built-in AI features.

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Use n8n’s pre-authenticated HTTP Request node to create new connections, giving you the flexibility to build powerful automations on any stack.

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Created by: Proposaly
Last update: 8 days ago

Proposaly integration

is built and maintained by our partners at Proposaly and verified by n8n. That means it’s solid, safe, and ready to help you tap into some great capabilities.

What can you do with Proposaly?

Find Card By ID	Find a card by its document ID, including lead metadata for CRM mapping
Get Many Cards	List cards in a Card workspace, including lead metadata for CRM mapping

Create Document	Create a new document in a workspace using the master template
Create Document From Lead	Create a new document in a workspace from a lead
Create Document From Template	Create a new document in a workspace from a template
Create Document View Only Link	Create a view only link for a document
Delete Document	Delete a document in a workspace
Duplicate Document	Creates a duplicate of an existing document within the same workspace
Find Document By ID	Find a document in a workspace by ID
Get Many Documents	List documents in a workspace
Move Document Stage	Move a document to a different stage
Share Document	Sends a share notification to recipients
Transfer Document Ownership	Transfer ownership of a document to a new owner
Update Document	Update a document in a workspace

Archive Lead	Archive a lead in a workspace
Create Lead	Create a new lead in a workspace
Delete Lead	Delete a lead in a workspace
Find Lead By ID	Find a lead in a workspace by ID
Get Many Leads	List leads in a workspace
Reactivate Lead	Reactivate an archived lead in a workspace
Update Lead	Update a lead in a workspace

Create Note	Create a note on a document, card, or lead
Delete Note	Permanently delete a note. Server-generated notes cannot be deleted.
Find Note By ID	Find a note by ID
Get Many Notes	List notes on a document, card, or lead
Update Note	Update a note's title and/or body. Server-generated notes cannot be updated.

Add Recipient	Add a recipient to a document
Delete Recipient	Delete a recipient from a document
Find Recipient	Find a recipient by ID
Get Many Recipients	List recipients on a document
Get Recipient Notification Settings	Retrieve notification preferences of a recipient
Update Recipient	Update a recipient in a document
Update Recipient Notification Settings	Update notification preferences of a recipient

Create Workspace	Create a new workspace
Find Workspace By ID	Find a workspace by ID
Get Many Workspaces	List workspaces in your company
Get Workspace Stages	List stages in a workspace

Start using

How to install Proposaly and use it in your n8n workflows

Verified nodes need a quick setup by an instance owner first, but after that, everyone on the instance can start using them in their workflows. Learn more here.

Search for Proposaly using the search bar. Look for the version marked by a badge Verified . Then, select install.

Once Proposaly is installed, just drag, drop, and connect it like any other node in a workflow.

The n8n editor with the Nodes panel open

Resources for Proposaly

Trusted by teams building smarter workflows

Connect Proposaly with your company’s tech stack and create automation workflows

Contact Sales

n8n makes complex workflows easy to build, and versatile enough for me to add my own 'secret sauce.'
Danny Melamed
I have found the holy grail of automation.
Luisa Vidal
n8n’s integration with third-party services is absolutely mind-blowing. It’s like a Swiss army knife for automation.
Felix Leber
n8n is the tool that turns 'I have an idea' into 'it's running in production' faster than anything else.
Ric Neves
Anything is possible with n8n. I think the cloud version is great, they are doing amazing stuff.
Robyn Tindall
n8n’s integration with third-party services is absolutely mind-blowing. It’s like a Swiss army knife for automation.
Nanbing
Thank you to the n8n community. I did the beginners course and promptly took an automation WAY beyond my skill level.
Charley Mann
I love the flexibility of n8n and how it lets different applications work together in a single workflow.
Ray Fourie
n8n is the glue that holds many of our systems together.
Paul Cook
I can move fast, go deep when things get complex, and never feel boxed in.
Ali Mazloum

Simple enough to
understand + sophisticated
enough to ship

Start building

Integrate Proposaly with 2,000+ apps and services

Proposaly integration

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Trusted by teams building smarter workflows

Connect Proposaly with your company’s tech stack and create automation workflows

Simple enough to understand + sophisticated enough to ship

Simple enough to
understand + sophisticated
enough to ship