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 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
New project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create todo
Creates a new todo in the selected project
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create todo list
Creates a new todo list 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.
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Logic
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Custom functions
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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