Integrate Better Proposals with ConvergeHub
Send information between Better Proposals and ConvergeHub automatically, without writing any code, using Zoho Flow.
Build your own integrations between Better Proposals and ConvergeHub
Connect Better Proposals and ConvergeHub 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 ConvergeHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proposal created
Triggers when a new proposal is created
Proposal opened
Triggers when a proposal is opened
Proposal signed
Triggers when a proposal is signed
Proposal sent
Triggers when a proposal is sent
New lead
Triggers when a new lead is created
New target
Triggers when a new target is created
New account
Triggers when a new account is created
New event
Triggers when a new event is created
New contact
Triggers when new contact is created
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create contact
Creates a new contact
Create event
Creates a new event
Create target
Creates a new target
Create lead
Creates a new lead
Create account
Creates a new account
Update lead
Updates the details of an existing lead
Fetch target
Fetches an existing target by ID
Fetch contact
Fetches an existing contact by ID
Fetch account
Fetches an existing account by ID
Fetch event
Fetches an existing event by ID
Fetch lead
Fetches an existing lead by 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.
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
