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Automations
Docs for Proposify's Automations and the Workflow Builder
Getting Started
Publish to Automations
Build Your First Integration
Core Automations
Salesforce Flexdata
Microsoft Dynamics CRM
Microsoft Dynamics Authentication
Aspire
Google Drive (Beta)
Dropbox (Beta)
See all 8 articles
Workflow Builder
Testing Proposify's Connector
Testing Workflows
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