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Welcome to Proposify Automations!

What is Proposify Automations?​

Prismatic is the integration platform for B2B software companies. It's the quickest way to build integrations to the other apps your customers use and to add a native integration marketplace to your product.

Prismatic significantly reduces overall integration effort and enables non-dev teams to take on more of the integration workload, so that you can deliver integrations faster and spend more time on core product innovation.

With Prismatic, you can:

  • Build reusable integrations in a low-code integration designer that's tailored for your product
  • Use pre-built components to handle most of your integrations' functionality
  • Quickly add an integration marketplace to your product, so customers can explore, activate, and monitor integrations
  • Easily deploy custom workflows instances

Who uses the Workflow Builder?​

Proposify's Workflow builder is for teams that have unique workflows that aren't covered by Proposify's default Automations.

What kind of automations can you build using the Workflow Builder?​

Prismatic supports integrations ranging from simple and standard to complex, bespoke, and vertical-specific. Teams use it to build integrations between applications of all kinds, SaaS or legacy, with or without a modern API, regardless of protocol or data format. Here are some example use cases:

  • Send updates to external systems from events in Proposify.
  • Import company and customer data from your CRM.
  • Automatically create Proposify documents from events in outside systems.

How is Proposify's Workflow builder different from other integration platforms or workflow automation tools?​

Proposify's core Automations we be continuously expanded and updated to fit the most common workflow requirements from our customers, but we know it will not cover everything. This is where the Workflow Builder comes into play.

Most integration platforms on the market help teams automate their own workflows by connecting the applications used within their own business. Prismatic was designed specifically for B2B software companies who need to build integrations and provide a first-class integration experience for their customers. That leads to some key differences, including:

  1. Prismatic includes an embeddable integration marketplace experience that you can provide to customers

Is Prismatic for engineering teams or less technical teams?​

Short answer​

Both.

Longer answer​

Proposify's Automation Builder is there to empower every team in your company in their role in the integration process.

Prismatic's web application enables customer-facing teams to easily configure and deploy integrations as well as to support, monitor, and troubleshoot them in production.

Non-dev integration builders can create many integrations in Prismatic without engineering involvement. When you require a piece of logic or a connector that's highly specific to your product or industry.

How can I start?​

Keep reading these docs to get started! In the next few guides you'll build your first workflow in Proposify, set up the configuration, test, and deploy to the Automations list to connect and use.