Integrate QuickFile with Better Proposals
Send information between QuickFile and Better Proposals automatically, without writing any code, using Zoho Flow.
Build your own integrations between QuickFile and Better Proposals
Connect QuickFile and Better Proposals with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate QuickFile and Better Proposals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proposal opened
Triggers when a proposal is opened
Proposal sent
Triggers when a proposal is sent
Proposal created
Triggers when a new proposal is created
Proposal signed
Triggers when a proposal is signed
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client by company name
Create bank entry
Creates a new bank entry
Add client
Adds a new client
Fetch item
Fetches the details of an existing item by name
Create proposal
Creates a new proposal
What is QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
Similar apps
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
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Owain ap Rees
Sales Director, Artico
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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
