The 2-Week Claude Connector Sprint

Build a Proposify connector

Make Claude build proposals from templates in Proposify

What should Claude be able to do in Proposify?

Claude has no built-in Proposify connector today. This build gives Claude the full Proposify API, so it can do everything you pick below.

Pick what you want from the full Proposify API below. These are real, supported actions. Choose as many or as few as you need.

Anything else, or what are you trying to achieve?

We build custom actions too, not just the ones above.

Require my approval before any destructive or outbound action (delete, send) runs. Recommended.