Knack + Proposify Integrations
Put Knack + Proposify to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Knack and Proposify
See the kind of workflows teams build with Knack and Proposify below — describe the exact one you want above and the Agent builds it on demand.
Knack + Proposify
Update custom database records in Knack when a proposal document is viewed in Proposify.
Sync customer payments back to analytical data warehouses
When a payment is recorded in Proposify, update the corresponding order status row in Knack to maintain accurate revenue analytics.
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Generate accounting invoices from database order entries
When a new order row is inserted into Knack, automatically create a matching invoice in Proposify so the finance department can bill the client.
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Flag overdue accounts in central databases
Whenever an invoice becomes overdue in Proposify, update the customer risk record in Knack to automatically enforce service credit limits.
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Browse the full workflow library →
Looking to achieve something else with Knack and Proposify?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Knack and Proposify
Everything Knack and Proposify can do inside a workflow — the triggers that start one and the actions that run when it fires.
Knack Explore Knack →
Knack is a no-code database platform that allows businesses to organize data, build custom web applications, and automate data collection workflows.
Knit's Integrations Agent builds Knack's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Knack's API.
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.
Other Databases & Warehouses apps on Knit
Explore more Databases & Warehouses integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Addressfinder
Addressfinder is an address lookup and autocomplete API service that verifies and formats physical address data in real time.
AddressZen
AddressZen is address lookup and verification software that helps businesses validate and autocomplete postal address data.
AITable.ai
AITable.ai is an AI-powered visual database platform that combines spreadsheet flexibility with relational database and workflow automation capabilities.
Amazon Redshift
Amazon Redshift is a fully managed, cloud-based data warehouse service designed for large-scale data storage and SQL analytics.
Autom
Autom is a cloud database platform designed to store, manage, and structure operational data for applications and workflows.
Baserow
Baserow is an open-source no-code database platform that allows users to organize structured data, collaborate, and build custom database applications.
Clappia
A no-code application development platform that allows businesses to create custom mobile and web apps without writing code.
Firebase / Firestore
Firebase and Firestore provide Google cloud database services for storing, syncing, and querying application data in real time.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
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 Knack + Proposify
Is there a pre-built Knack + Proposify automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Knack and Proposify's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Knack or Proposify connector?
No. The Agent works whether or not Knack 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.
What's the most common Databases & Warehouses + Accounting automation?
Syncing new or updated invoices, bills, and transactions from Proposify into a table in Knack, so finance can build dashboards without touching the accounting tool directly.
Does this handle updates to existing records, not just new ones?
Yes — the Agent can upsert records in Knack, so an edited invoice in Proposify updates the same row instead of creating a duplicate.