Integrate Better Proposals with Zoho Creator
Send information between Better Proposals and Zoho Creator automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Better Proposals and Zoho Creator 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
Record updated
Triggers when an existing record is updated in the selected form
Record created
Triggers when a new record is created in the selected form
Record created or updated
Triggers when a new record is created or the details of an existing record are updated
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create record
Creates a new record in the selected form
Add user to customer portal
Adds a user to an existing customer portal
Update record
Updates the details of an existing record in the selected form
Fetch record
Fetches the details of an existing record from the selected view
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.
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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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Toto
Technical Engineer, Master Liveaboards
