Resources · Make integration

Prospero Make integrationAutomate Prospero with Make.

What happens after a client opens, signs or declines your proposal? The Prospero Make integration gives you 6 triggers that watch those moments and 1 action that creates a proposal. This guide connects your account and walks you through a first working scenario.

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What you can automate

What can the Prospero Make integration do for you?

The Prospero Make integration links your Prospero account to Make, a visual tool where you build a scenario: an automation made of modules, each one a single brick such as a trigger or an action. Make can notice what happens to your proposals and create new ones for you, with no code.

Hand a won deal to the rest of the team. Put Watch Signed Proposals at the start and send each signed proposal to your project tool or your invoicing app. Nobody has to copy the client name by hand once the ink is dry.

Follow up while interest is warm. Watch Opened Proposals and Watch Downloaded Proposals tell a salesperson that a prospect is reading. Watch Declined Proposals can open a task to ask what went wrong.

Start proposals from somewhere else. When a deal moves forward in your CRM or a form comes in, Create a Proposal produces the proposal in Prospero so the sales rep only has to review it.

Some limits are worth knowing up front. The app has no Make an API Call module, so anything outside these 7 modules needs another route. The Make documentation lists the modules without describing their fields, so check each one in the editor. If you are still weighing tools, the n8n vs Make comparison lays out the criteria, and our Make pricing guide explains what each plan counts.

Connect

How do you connect Prospero to Make?

  1. 01

    Open the connection dialog

    You need a Prospero account first; if you have none, sign up at app.goprospero.com/signUp. Then add any Prospero module to your scenario and click Create a connection. A connection is your Prospero account linked to Make once, then reused by every Prospero module.

  2. 02

    Name the connection

    Type a label in the Connection name field. Pick something you will recognize later, like the workspace or the person who owns the account, because the name shows up in every module that uses it.

  3. 03

    Enter your Prospero login

    Fill the Email and Password fields with the credentials you use to sign in to Prospero, then click Continue. Make saves the connection and the module becomes ready to configure.

First scenario

Build your first scenario with Prospero

GoalWhen a deal is ready in another app, Make creates the matching proposal in Prospero.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module. This one comes from the app where your deals start, such as a CRM or a form tool.

  2. 02

    Add Create a Proposal

    Click the + on the right of that first module, search for Prospero and pick Create a Proposal. Choose the connection you made earlier, or click Create a connection if this is your first time.

  3. 03

    Map the deal data

    Fill the fields of Create a Proposal with data from the first module, such as the client name or the deal title. Each deal travels as a bundle, one item passed from one module to the next.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario a single time and shows the bundles each module received. Open Prospero and check that the proposal is there with the right details.

  5. 05

    Schedule and switch on

    Set the schedule on the first module (a new scenario checks every 15 minutes by default) and switch the scenario on. Each module run counts as an operation on your Make plan.

Triggers

Prospero triggers: which moment starts your scenario

6 modules start a scenario when something happens in Prospero. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Prospero as soon as it happens.

Prospero1Watch Opened Proposals

Watch Opened Proposals

triggerIn the docs only

You learn which proposals a client has opened, so your follow-up lands while the document is fresh in their mind. Each opened proposal reaches the next module as its own bundle.

How it fires
scheduled, Make checks Prospero on the scenario's schedule, so an opening shows up at the next check rather than the second it happens.
When to use it
to post a note in the sales channel or create a call task for the account owner.
Watch out
the Make documentation gives no description of this module, so click Run once and read the bundle before you map anything.
Prospero2Watch Declined Proposals

Watch Declined Proposals

triggerIn the docs only

A refusal no longer disappears quietly: this trigger passes each declined proposal to your scenario, giving you a chance to learn why and keep the relationship alive.

How it fires
scheduled, Make checks Prospero on the scenario's schedule and picks up the declines found since the last check.
When to use it
to log the lost deal in your CRM or ask the sales lead to call the prospect back.
Watch out
the documentation says nothing about the data it returns, so run it once on a test refusal before you map the client details anywhere.
Prospero3Watch Published Proposals

Watch Published Proposals

triggerIn the docs only

Every proposal your team publishes becomes a record somewhere else, which gives managers a clear view of what went out without opening Prospero.

How it fires
scheduled, Make checks Prospero on the scenario's schedule and returns the proposals published since the previous check.
When to use it
to add a line to a pipeline spreadsheet or tell the account owner that the document is live.
Watch out
this module is listed in the documentation without details on what counts as published, so confirm the behavior with Run once on a proposal you just sent.
Prospero4Watch Downloaded Proposals

Watch Downloaded Proposals

triggerIn the docs only

A download often means the proposal is being shared inside the client's company. This trigger turns that signal into an action in your scenario.

How it fires
scheduled, Make checks Prospero on the scenario's schedule, so downloads arrive in batches at each check.
When to use it
to warn the salesperson that a decision may be close, or to flag the deal as hot in your CRM.
Watch out
every download that Make picks up runs the next modules and uses operations on your plan, so send the alert where it helps rather than to the whole team.
Prospero5Watch Signed Proposals

Watch Signed Proposals

triggerIn the docs only

The moment that matters most: a signed proposal. This trigger hands each one to your scenario so delivery, billing and onboarding can start from the same data.

How it fires
scheduled, Make checks Prospero on the scenario's schedule and brings back the signatures found since the last check.
When to use it
to open a project, prepare an invoice or send a welcome message to the new client.
Watch out
test it with a proposal you signed yourself and read the bundle with Run once, since the documentation does not list what data it returns.
Prospero6Watch Proposals

Watch Proposals

triggerIn the docs only

Pick this one when you want your scenario to see proposals in general rather than a single event like a signature or a refusal. It keeps a copy of your activity flowing into other tools.

How it fires
scheduled, Make checks Prospero on the scenario's schedule and returns what it finds at each check.
When to use it
to mirror your proposals into a reporting sheet where the team tracks volume.
Watch out
its exact scope is not described in the documentation, so run it once before relying on it; for one precise moment, prefer the matching dedicated trigger.
Modules

The Prospero action

Prospero gives you 1 module. For each one: what it does for you, when to reach for it, and what to watch out for.

Prospero1

Create a Proposal

ActionIn the docs only

Your proposal gets drafted in Prospero from data that already lives in another app, so the sales rep starts from a filled document instead of a blank page. It is the only action in the integration.

When to use it
right after a deal reaches the proposal stage in your CRM or a quote request arrives through a form.
Watch out
the documentation does not list its fields; open the module after connecting and map only what Make shows you.
Need help

Need help automating Prospero with Make?

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FAQ

Prospero and Make: frequent questions

01Is the Prospero Make integration free?
Yes, Prospero is a standard app in Make, so it works on the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between two scheduled runs, up to 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute, remove the cap on active scenarios and count usage in credits each month. You still need your own Prospero account, which is separate from Make.
02What do you need to connect Prospero to Make?
You need a Prospero account and the email and password you use to sign in. In Make, add any Prospero module, click Create a connection, give the connection a name, then type your Prospero email and password and click Continue. No API key and no developer settings are involved. Once saved, the same connection serves every Prospero module in all your scenarios, so you only do this once per account.
03Are Prospero triggers in Make instant or scheduled?
Scheduled, as far as we can tell: the Make documentation lists the 6 Prospero triggers without a type, and their Watch names point to scheduled triggers. Make checks Prospero on the scenario's schedule instead of being called by Prospero the moment something happens. A new scenario checks every 15 minutes by default, which is also the shortest interval on the Free plan. Paid plans can go down to 1 minute. So a signed or opened proposal reaches your scenario at the next check, which is plenty for follow-ups and hand-offs.
04What if the Prospero module you need is missing in Make?
It depends on what you need. The Prospero app in Make has 7 modules: 6 triggers and 1 action, Create a Proposal. It has no Make an API Call module, so you cannot reach other parts of Prospero from a custom call inside this app. If your need falls outside these modules, look at whether another app in your stack can hold that step, or ask the team for help designing the scenario.
05Should you use Make or n8n for Prospero?
It depends on your criteria, not on a winner. On the Make side, the facts are clear: 7 modules focused on proposal events, all triggers scheduled, a connection with your email and password, and access from the Free plan. Before choosing n8n, check whether it offers a Prospero node and which events it covers, then compare how each tool fits the rest of your stack and the habits of the people who will maintain it.
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