Deploy to a Customer

Now that you've built your first workflow, let's deploy the workflow into your Automations list. We use the term instance to describe a copy of a workflow that has been deployed to the Automation list, configured, and connected.

Note, custom workflows your team develop and deploy will only be visible in the Automation list for your account. Only Proposify's core Automations will be visible to all Proposify accounts.

Deploy a Workflow

Open the builder for the workflow you want to deploy.

Before you can deploy the integration, make sure to publish a version! Click on Publish in the top right of the editor:

Once your workflow version has been published, head over to the left side of the builder to add it to the Automations list:

You can now connect and activate the workflow from the Automations tab.

Updating deployed Workflows

After deploying a Workflow and connecting it under Automations, you may want to make changes and update your workflow. To start, click on Publish again to create a new version. If already deployed to the Automations list, you'll see an option to directly push the update to the Automations list:

You can also click on the Automations icon again to choose which version to list in the Automations list: