Aspire connects to Proposify using our new Automations to enable linking Proposify documents to records in Aspire, allowing you to insert fields and display pricing from Aspire in Proposify. This is a one-way data sync, using Aspire as the source of truth for data in Proposify.
Aspire is available as an add-on. Reach out to support@proposify.com to upgrade your account.
Setup
If you don't have access to Automations, go to our plans page and switch to a current plan offering.
To connect Aspire to Proposify, start by going to the Automations list and finding Aspire under “CRM” connections.
You'll need API access in Aspire to complete the connection.
Start by going to “Administration” → “Application” → “API” and then click on “New” to create a new API key.
Fill out a description and select “Select All GET” under scope. This allows Proposify to pull records from Aspire so you can link them to Proposify documents.
Copy the Client ID and Secret over to Proposify.
Scroll down and connect Proposify, then click “Next”.
Under “Aspire Entity Types”, scroll through or search to find objects you want to use in Proposify. If you missed an object, you can always come back and reconfigure with new selections.
Tip: Think about the base record type you will be linking Proposify to, and which related objects you require info from.
For Opportunities, consider including Opportunity, companies, contacts, and opportunity services (for pricing)
Once you've selected the entity types you want to connect to, click next to select the fields you need from each entity type.
Once completed, click Finish for data from Aspire to start syncing to Proposify! If you missed something, you can always come back to configuration to include the entity type or fields.
Data Sync
Proposify will fetch new or updated records from Aspire every 2 minutes. If you make changes or create new records in Aspire, you should only need to wait a maximum of two minutes for the data to sync over to Proposify.
This data sync works for fields in Proposify documents linked to Aspire! If you connected an opportunity to a Proposify document and need to update the opportunity, you'll only need to refresh the page in Proposify (editor or preview) to see the updated data after it syncs.
Using Aspire fields
Any field mapped from Aspire can be populated into your templates and documents. Follow the steps here on mapping CRM fields.
Mapping CRM fields to Proposify
Displaying Estimates
Coming soon. Once supported, Aspire estimate service groups and services will be able to be mapped to tables and will auto sync with changes in made to estimates in Aspire.
Linking documents to Aspire
In the main document settings, scroll to the bottom of the right side panel and find “Link Integration”
If you don't see the object you're looking for, it may not have synced yet. Go into Aspire and update the record so that it pulls in the next sync.
For feedback and requests, reach out to product@proposify.com or book a call with our team here: https://proposify.chilipiper.com/book/customer-outreach
Comments
Please sign in to leave a comment.