Proposify + Membrain Integrations
Put Proposify + Membrain to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Proposify and Membrain
See the kind of workflows teams build with Proposify and Membrain below — describe the exact one you want above and the Agent builds it on demand.
Proposify + Membrain
When a company is created in Membrain, generate a proposal document for them in Proposify.
Turn closed deals into client invoices
When a deal is marked won in Membrain, automatically create an invoice in Proposify so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Proposify, automatically update the deal stage in Membrain to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Membrain, automatically sync the customer record in Proposify to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Proposify and Membrain?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Proposify and Membrain
Everything Proposify and Membrain can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
Membrain Explore Membrain →
Membrain is a B2B sales execution platform and CRM that guides sales teams through complex sales processes and strategy implementation.
TriggersTriggers when an Account Growth Project is archived
Triggers when a new Account Growth Project is created
Triggers when an Account Growth Projects is moved to a specific Stage
Triggers when an Account Growth Project is won
Triggers when a new Activity is created in Membrain. An Activity can be any of an Email, Call, Note, Appointment or Task
Triggers when a new Company is created
Creates a new Account Growth Project
Creates a new Completed Task shown in the Activity Stream
Creates an Appointment in Membrain
Create a Call in Membrain
Creates a new Company
Creates a new Contact
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Aero Workflow
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Alegra
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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.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
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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 Proposify + Membrain
Is there a pre-built Proposify + Membrain automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Proposify and Membrain's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Proposify or Membrain connector?
No. The Agent works whether or not Proposify or Membrain 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.
How does linking Proposify and Membrain streamline the sales-to-finance handoff?
Closing a deal in Membrain can instantly create an invoice in Proposify, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Proposify update deal stages in Membrain?
Yes, when a customer settles an invoice in Proposify, the corresponding deal stage in Membrain can automatically update to reflect a completed transaction.