Table of Contents

Prospero

Active
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below .

Prospero

The Prospero modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. 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.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., it is necessary to have a Prospero account. You can create a Prospero account at app.goprospero.com/signUp.

	Note
The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory!

Note

The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., 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 userCan use the system on a limited basis based on the rights assigned by the admin. 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 webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. in the Prospero as it is automatically done for you once you add and save an instant triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. module to your scenario.

Note

You do not have to add the webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. in the Prospero as it is automatically done for you once you add and save an instant triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. module to your scenario.

Watch Opened Proposals

TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when a proposal is opened.

WebhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. 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.