Google Sheets + Proposify Integrations
Put Google Sheets + Proposify to work with AI and enterprise-grade automation
Learn more about Google Sheets integrations or talk to a human
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Workflows you can build between Google Sheets and Proposify
See the kind of workflows teams build with Google Sheets and Proposify below — describe the exact one you want above and the Agent builds it on demand.
Google Sheets + Proposify
Record proposal details in Google Sheets when a document is marked as lost in Proposify.
Generate invoices from approved project records
When a document record status changes to approved in Google Sheets, automatically create an invoice in Proposify so client billing moves forward promptly.
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Log payment confirmations directly inside project documents
When a payment is received in Proposify, automatically append text to the matching client document page in Google Sheets confirming the updated balance.
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Track overdue invoices in account management documentation
When an invoice becomes overdue in Proposify, automatically add a record in Google Sheets so account representatives are notified to follow up.
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Browse the full workflow library →
Looking to achieve something else with Google Sheets and Proposify?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Google Sheets and Proposify
Everything Google Sheets and Proposify can do inside a workflow — the triggers that start one and the actions that run when it fires.
Google Sheets Explore Google Sheets →
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on data in real time.
TriggersTriggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggers when a new row is added to the bottom of a spreadsheet.
Triggers when a new spreadsheet is created.
Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.
Triggers when a new row is added or modified in a spreadsheet.
Triggers when an existing row is updated in a spreadsheet. New rows do not trigger this; use New or Updated Spreadsheet Row for that.
Create a new column in a specific spreadsheet.
Create a new row in a specific spreadsheet.
Create one or more new rows in a specific spreadsheet (with line item support).
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
Update Google Sheets properties like frozen rows/columns, sheet position, and visibility settings.
Apply conditional formatting to cells in a Google Sheets spreadsheet based on their values.
Proposify Explore Proposify →
Proposify is a proposal management application that enables sales teams to build, deliver, and digitally sign business documents.
TriggersTriggers when a new document is created.
Triggers when a document is marked as lost.
Triggers when a document is sent to a client.
Triggers when a document is signed by a client.
Triggers when a document is viewed by a client.
Triggers when a document is marked as won.
Creates a new company.
Creates a new contact.
Creates a new document from a template.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Google Sheets + Proposify
Is there a pre-built Google Sheets + Proposify automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Google Sheets and Proposify's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Google Sheets or Proposify connector?
No. The Agent works whether or not Google Sheets or Proposify already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can financial status updates automatically reflect in project documents?
Yes, status updates like received payments or overdue invoices in Proposify can automatically append notes or update record statuses inside Google Sheets.
How does this integration streamline client billing?
Updating a project or record status in Google Sheets can automatically generate a matching invoice in Proposify to eliminate re-keying billing details.