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Prospero

The Prospero modules allow you to create, and watch the proposals in your Prospero account.

Getting Started with Prospero

Prerequisites

  • A Prospero account

In order to use Prospero with Make, it is necessary to have a Prospero account. You can create a Prospero account at app.goprospero.com/signUp.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Prospero to Make

You can establish a connection either directly from the Prospero account or from Make.

To connect from your Prospero account, click your Username > Integrations. Navigate to Make, click Connect, and enter your Make user credentials to connect.

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To connect to Prospero from Make:

  1. Go to Make and open the Prospero module's Create a connection dialog.

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  2. In the Connection name field, enter a name for the connection.

  3. In the Email and Password fields, enter your Prospero account credentials respectively, and click Continue.

The connection has been established.

Triggers

Note

You do not have to add the webhooks in the Prospero as it is automatically done for you once you add and save an instant trigger module to your scenario.

Watch Opened Proposals

Triggers when a proposal is opened.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Prospero account.

Watch Declined Proposals

Triggers when a proposal is declined.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Prospero account.

Watch Published Proposals

Triggers when a proposal is published.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Prospero account.

Watch Downloaded Proposals

Triggers when a proposal is downloaded.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Prospero account.

Watch Signed Proposals

Triggers when a proposal is signed.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Prospero account.

Watch Proposals

Trigger for all proposals.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Prospero account.

Actions

Create a Proposal

Creates a new draft or published proposal.

Connection

Establish a connection to your Prospero account.

Proposal Type

Select the proposal type you want to create:

  • Draft Proposal

  • Published Proposal

Project Name

Enter the name of the project.

Client Name

Enter the client's name.

Client Email

Enter the email address of the client.

Select Template

Select the proposal template.

Section Order

Select the order of the fields in the template. The field is auto-populated depending on the template.

Select Type of Pricing

Select the pricing type of the proposal:

  • Table

  • Value

Price Value

Enter the details of the proposal price value details.

Price Table

Enter the details of the pricing table details of the proposal.

In this section: