We are constantly committed to building out our suite of integrations, which we know help to drive efficiencies and improve the overall experience for you clients and team.

Below is an overview of our current key integrations and where you can set these up.

Where To Find Them

Our current integrations can be found by going to Settings > Integrations. This is where you will connect your GoProposal app to other software in your firm. 

We make hooking up really easy. For a list of our current integrations with links to set-up, read on.

Our Current Integrations 

Cashflow Management

Sync contacts and automatically generate invoices in your accounting software when your proposals are accepted.

>> Xero
>>
Quickbooks

Workflow Management

Sync contacts and automatically trigger tasks and workflows in your practice management software when your proposals are accepted.

>> Karbon
>>
Senta

Payment Solutions

Connect GoProposal to any payment mechanism via your accounting software or directly to GoCardless when a proposal is accepted.

>> GoCardless

Premium Integrations

Connect GoProposal to your CRM & Marketing software such as mail-chimp and infusionsoft, or to your internal tech such as slack and trello via our premium integrations. 

>> Premium Integrations

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