Table of Contents

Prospero

Active
This application does not need additional settings. So you can make connection only by using your login credentials or by following the instructions below .

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 Boost.space Integrator, 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 Boost.space Integrator scenario, not in this documentation article) are mandatory!

Connecting Prospero to Boost.space Integrator

You can establish a connection either directly from the Prospero account or from Boost.space Integrator.

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

To connect to Prospero from Boost.space Integrator:

Go to Boost.space Integrator and open the Prospero module’s Create a connection dialog.
In the Connection name field, enter a name for the connection.
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.