Integrate Better Proposals with CloudTalk
Send information between Better Proposals and CloudTalk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Better Proposals and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proposal opened
Triggers when a proposal is opened
Proposal signed
Triggers when a proposal is signed
Proposal created
Triggers when a new proposal is created
Proposal sent
Triggers when a proposal is sent
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create agent
Creates a new agent
Send SMS
Sends an SMS message
Add activity
Adds an activity to an existing contact
Create contact
Creates a new contact
Add note
Adds a note to an existing contact
Update agent
Updates the details of an existing agent
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID or keyword
What is Better Proposals?
Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.
What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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