Integrate Better Proposals with Workstack
Send information between Better Proposals and Workstack automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Better Proposals and Workstack 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
New project
Triggers when a new project is created
New todo
Triggers when a new todo is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create todo list
Creates a new todo list in the selected project
Create meeting
Creates a new meeting
Create task
Creates a new task in the selected todo
Create todo
Creates a new todo in the selected project
Create project
Creates a new project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
Similar apps
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
