Integrate Better Proposals with Zoho FSM
Send information between Better Proposals and Zoho FSM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Better Proposals and Zoho FSM 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 module entry
Triggers when a new module entry is added
Updated module entry
Triggers when the details of an existing module entry is updated
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create module entry
Creates a new entry in the selected module
Update module entry
Updates the details of an existing record by entry ID
Fetch module entry
Fetches the details of an existing record by entry ID
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.
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What is Zoho FSM?
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