Proposaly × AmbactiBring Proposaly into
the flow of work.
A little less busywork with Proposaly.
Gather contextDo the workReview & share
Lead6 capabilities+
- Archive a lead in a workspace
- Create a new lead in a workspace
- Delete a lead in a workspace
- Find a lead in a workspace by ID
- Reactivate an archived lead in a workspace
- Update a lead in a workspace
Recipient6 capabilities+
- Add a recipient to a document
- Delete a recipient from a document
- Find a recipient by ID
- Retrieve notification preferences of a recipient
- Update a recipient in a document
- Update notification preferences of a recipient
Document11 capabilities+
- Create a new document in a workspace using the master template
- Create a new document in a workspace from a lead
- Create a new document in a workspace from a template
- Create a view only link for a document
- Delete a document in a workspace
- Creates a duplicate of an existing document within the same workspace
- Find a document in a workspace by ID
- Move a document to a different stage
- Sends a share notification to recipients
- Transfer ownership of a document to a new owner
- Update a document in a workspace
Workspace2 capabilities+
- Create a new workspace
- Find a workspace by ID
Frequently asked
questions.
What could an Ambacti integration do with Proposaly?
The documented operations include Lead: Archive a lead in a workspace; Lead: Create a new lead in a workspace; Lead: Delete a lead in a workspace; Lead: Find a lead in a workspace by ID.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Proposaly?
Decide which work could run on its own and which steps need your review.