Integrations

Integrations Overview

Connect Propivix with your existing tools to streamline your workflow and keep everything in sync.

Available Integrations

Email Notifications

Configure email delivery:

Setup:

1. Go to Settings > Integrations > Email
2. Verify your domain (optional)
3. Configure notification preferences

Features:

• Deadline reminders
• Approval requests
• Comment notifications
• Status updates

Calendar Integration

Sync deadlines with your calendar:

Supported Calendars:

• Google Calendar
• Microsoft Outlook
• Apple Calendar (via ICS)

Setup:

1. Go to Settings > Integrations > Calendar
2. Click Connect Calendar
3. Authorize access
4. Choose sync options

What Syncs:

• RFP deadlines
• Proposal milestones
• Review meetings
• Submission dates

Cloud Storage

Connect your cloud storage:

Supported Providers:

• Google Drive
• Microsoft OneDrive
• Dropbox

Setup:

1. Go to Settings > Integrations > Storage
2. Select your provider
3. Authorize access
4. Choose sync folder

Features:

• Auto-export proposals
• Backup documents
• Import assets

Notification Settings

Email Notifications

Choose what triggers emails:

Notification Type	Default	Configurable
Deadline approaching	On	Yes
Approval requested	On	Yes
Proposal status change	On	Yes
New comment	On	Yes
Team invitation	On	No
Weekly summary	Off	Yes

Notification Timing

Configure when you receive notifications:

• Immediately - As events happen
• Daily Digest - Once per day summary
• Weekly Summary - Weekly recap

Quiet Hours

Set hours when you won't receive notifications:

1. Go to Notifications > Schedule
2. Enable quiet hours
3. Set start and end times
4. Choose days

API Access

API Keys

For advanced integrations:

1. Go to Settings > Integrations > API
2. Click Generate API Key
3. Name your key (e.g., "CRM Integration")
4. Copy and store securely
5. Never share your API key

API Documentation

Access our API docs to build custom integrations:

• Endpoint reference
• Authentication guide
• Code examples
• Rate limits

Webhooks

Receive real-time updates:

1. Go to Settings > Integrations > Webhooks
2. Click Add Webhook
3. Enter your endpoint URL
4. Select events to trigger
5. Save and test

Available Events:

• proposal.created
• proposal.submitted
• proposal.status_changed
• rfp.uploaded
• approval.requested
• approval.completed

Managing Integrations

Viewing Connected Services

1. Go to Settings > Integrations
2. See all connected services
3. Check connection status
4. View last sync time

Disconnecting Services

1. Find the integration
2. Click Disconnect
3. Confirm disconnection
4. Reauthorize to reconnect later

Troubleshooting Connections

Connection failing?

1. Check if service is accessible
2. Verify permissions are granted
3. Try disconnecting and reconnecting
4. Check for service outages

Security Considerations

What We Access

Each integration only accesses what's needed:

• Calendar: Create/edit events
• Storage: Read/write to specified folder
• Email: Send on your behalf (with consent)

Revoking Access

You can revoke Propivix's access:

1. Disconnect in Propivix settings
2. Remove from connected app's settings
3. API keys are immediately invalidated

Data Handling

• We don't store your credentials
• OAuth tokens are encrypted
• API keys are hashed
• You control all connections

Best Practices

Initial Setup

1. Start with email notifications
2. Add calendar for deadline tracking
3. Connect storage for backups
4. Consider webhooks for automation

Maintenance

1. Review integrations quarterly
2. Rotate API keys periodically
3. Check for failed connections
4. Update permissions as needed

Security

1. Use separate API keys per integration
2. Limit permissions to what's needed
3. Monitor API usage
4. Revoke unused connections

Coming Soon

Future integrations we're working on:

• Slack notifications
• Microsoft Teams
• Salesforce CRM
• DocuSign

Troubleshooting

Calendar events not appearing?

• Check calendar permissions
• Verify correct calendar selected
• Try disconnecting and reconnecting
• Check for sync delays

Webhooks not firing?

• Verify endpoint URL is accessible
• Check endpoint returns 200 OK
• Review webhook logs
• Test with a simple endpoint

API key not working?

• Ensure key hasn't been revoked
• Check key permissions
• Verify correct key is being used
• Generate a new key if needed

Getting Help

For integration issues:

1. Check this documentation
2. Review error messages
3. Test the connected service directly
4. Contact support with details

Next Steps

• Configure organization settings
• Set up team workflows
• Get started with proposals