Integrate Better Proposals with Upflow
Send information between Better Proposals and Upflow automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Better Proposals and Upflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proposal signed
Triggers when a proposal is signed
Proposal sent
Triggers when a proposal is sent
Proposal created
Triggers when a new proposal is created
Proposal opened
Triggers when a proposal is opened
Invoice created
Triggers when a new invoice is created
Customer added
Triggers when a new customer is added
Payment created
Triggers when a new payment is created
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create invoice
Creates a new invoice
Create customer contact
Creates a new customer contact
Create payment
Creates a payment entry
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
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.
Similar apps
What is Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
Similar apps
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Webhook triggers
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