Integrate Better Proposals with Upflow

Send information between Better Proposals and Upflow automatically, without writing any code, using Zoho Flow.

Build your own integrations between Better Proposals and Upflow

Connect Better Proposals and Upflow with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

Proposals & Invoices

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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CEO, Lakeside CNC Group

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Technical and Operations Head, TruAct

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