IntégrationsMay 20, 2026·7 min read

Automate Your RFP Workflows with Zapier and Make: The Complete Guide

Every proposal generated in MyPitchFlow can now trigger automated workflows in Zapier, Make, or any tool that accepts HTTP. No code required. Here is what becomes possible — and how to set it up in under 10 minutes.

Key takeaways

No-code connection: link MyPitchFlow to Zapier or Make in under 10 minutes using webhooks — no developer needed
3 trigger events: Proposal Created, Proposal Generated, Status Changed — each fires an instant notification to your tool of choice
Bidirectional: Zapier/Make can also call the MyPitchFlow API to create proposals, retrieve content, or search your knowledge base
Real use cases: Slack alerts, automatic CRM updates, Google Sheets pipeline tracking, client email notifications
Secure: every webhook is HMAC-SHA256 signed — your receiving tool can verify the payload authenticity

Why Proposal Workflows Need Automation

Generating a proposal is only one part of the workflow. Around it, a series of manual steps accumulates: notifying the team that a document is ready, updating the CRM opportunity stage, logging the event in a tracking sheet, sending a confirmation to the client. Each step is simple in isolation. Together, they represent 30 to 60 minutes of overhead per proposal — time that compounds fast when you respond to dozens of RFPs per month.

The underlying problem is architectural. A proposal generation tool that does not communicate with the rest of your stack creates friction at every handoff point. Someone always has to move data from one place to another. This is exactly what automation is designed to solve.

MyPitchFlow now exposes three trigger events and a public REST API, making it a native participant in any no-code workflow — whether you use Zapier, Make, n8n, or a custom HTTP integration. The setup takes minutes. The time savings accumulate every month.

The 3 Events That Power Your Workflows

MyPitchFlow fires a webhook notification whenever one of three key events occurs in your workspace:

Proposal CreatedTriggered the moment a new proposal is saved — before AI generation begins. Use this to log the start of a new RFP response in your tracking system, notify a team lead, or create a corresponding task in your project management tool.

Proposal GeneratedTriggered when the AI has finished writing the proposal content and it is ready for review. This is the highest-value event: it signals that the document is ready to be opened, refined, and sent. Typical uses include Slack notifications to the account owner, automatic attachment creation, or CRM stage transitions.

Status ChangedTriggered when a proposal moves to Won, Lost, Sent, or In Progress. This event closes the commercial loop — updating your CRM, triggering a client onboarding workflow, or feeding a won/lost analytics dashboard.

Each event includes the proposal ID, title, client name, and current status in the payload. Your automation tool receives this structured data and can route it wherever it needs to go.

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4 Automation Use Cases You Can Build Today

1. Slack alert when a proposal is readyTrigger: Proposal Generated → Action: Post message to #proposals Slack channel with client name and a direct link. Every team member knows the moment a document is ready for review, without checking a dashboard.

2. Automatic CRM stage updateTrigger: Status Changed (Won) → Action: Update the corresponding HubSpot deal to "Closed Won" and set a follow-up task for contract signature. Trigger: Status Changed (Lost) → Update stage and log the reason for analysis.

3. Google Sheets pipeline trackerTrigger: Proposal Created → append a new row with client name, date, and proposal ID. Trigger: Status Changed → update the row status column. Your commercial pipeline, updated in real time, without manual entry.

4. Client notification emailTrigger: Proposal Generated → Action: Send a personalized email via Gmail or Brevo notifying the client that their proposal is ready, with a link to a shared document or a web view. Faster delivery without remembering to follow up.

Setting Up the Connection in Under 10 Minutes

In Zapier:1. Create a new Zap → Trigger → search for "Webhooks by Zapier" → select "Catch Hook" 2. Zapier generates a unique URL — copy it 3. In MyPitchFlow: Settings → Integrations → Webhooks → Add webhook 4. Paste the URL, select the event(s) you want to trigger the Zap, save 5. In MyPitchFlow, generate a test event (create a demo proposal) to send data to Zapier 6. Zapier captures the payload — map the fields to your action and activate the Zap

In Make:The setup is identical: create a new scenario → add a Webhooks module → "Custom webhook" → copy the URL → paste it into MyPitchFlow Settings. Make then listens for events and routes the data through your scenario.

For actions (calling MyPitchFlow from Zapier or Make):Use the HTTP module in Make or the "Webhooks by Zapier" POST action. Set the Authorization header to `Bearer your-api-key` and call `/api/public/v1/proposals` to list or create proposals, or `/api/public/v1/search` to query your knowledge base.

What Becomes Possible with Bidirectional Workflows

Most webhook integrations only go one direction: the tool sends a notification and the automation reacts. MyPitchFlow supports the reverse as well — external tools can call the MyPitchFlow API to trigger actions inside the platform.

This opens a different class of workflows:

RFP intake automation: An email parser in Zapier detects a new RFP in your inbox, extracts the client name and key requirements, and calls the MyPitchFlow API to automatically create a new proposal draft — pre-populated with the parsed data.

Knowledge base search from external tools: A Make scenario receives a technical question from a client form, calls `/api/public/v1/search` with the query against your knowledge base, and returns the most relevant answer — without opening MyPitchFlow.

Batch reporting: A scheduled Zap pulls the list of proposals from `/api/public/v1/proposals` every Monday morning and generates a weekly pipeline summary in Google Sheets or Notion.

These workflows treat MyPitchFlow as a programmable layer of your commercial stack — not a standalone tool.

Getting Started

Webhooks and the public API are available on Complet and Scale plans. To configure your first webhook:

Step 1: Go to MyPitchFlow Settings → Integrations → Webhooks **Step 2**: Click "Add webhook" — enter your Zapier or Make URL, select the events, save **Step 3**: Copy your webhook secret and configure signature verification in your automation tool (optional but recommended for production workflows) **Step 4**: Test with a demo proposal — your automation tool should receive the payload within seconds

For the public API: your API key is available in Settings → Integrations → MCP & API section. Use it as a Bearer token in any HTTP request.

If you need help setting up a specific workflow, our team is available for a 15-minute setup call.

Related Comparisons

CRM integration for proposals RFP knowledge base guide AI for RFP responses: 2026 guide

Frequently Asked Questions

Everything you need to know about AI-generated proposals.

No. The integration is no-code: you configure a webhook URL in MyPitchFlow Settings, paste it into Zapier or Make, and select which events to listen to. The entire setup takes less than 10 minutes.

Three events are available: Proposal Created (fired as soon as the proposal is saved), Proposal Generated (fired when the AI has finished writing the content), and Status Changed (fired when a proposal is marked as Won, Lost, Sent, or In Progress).

Yes. MyPitchFlow exposes a public REST API (authenticated with your API key) that allows external tools to list proposals, retrieve proposal content, create new proposals, and search your knowledge base. This enables fully bidirectional workflows.

Yes. Every webhook notification is signed with an HMAC-SHA256 signature using a secret key unique to your workspace. Zapier and Make can verify this signature to confirm the notification genuinely comes from MyPitchFlow and has not been tampered with.

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