Integrate Better Proposals with Respond.io

Send information between Better Proposals and Respond.io automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Better Proposals and Respond.io 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

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Add tag

Adds a tag to the specified contact

Create or update contact

Creates a new contact or updates the details of an existing contact

Add comment

Adds a comment to a specified contact

Create contact

Creates a new contact

Send message

Sends a message to a specific contact through specific channel

Send attachment message

Sends an attachment message to a specific contact through specific channel

Add space tag

Adds a space tag

Send email message

Sends an email message to a specific contact through specific channel

Update contact

Updates the details of an existing contact

Update space tag

Updates the details of an existing space tag

Fetch contact

Fetches the details of an existing contact

Fetch message

Fetches the details of an existing message using ID

Remove space tag

Removes a space tag

Remove tag

Removes a tag from the specified contact

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.

Proposals & Invoices

What is Respond.io?

Respond.io is an AI-powered customer conversation management platform that helps businesses automate customer communication, capture leads, drive engagements, and more.

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.

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