Integrate Gist with Better Proposals
Send information between Gist and Better Proposals automatically, without writing any code, using Zoho Flow.
Build your own integrations between Gist and Better Proposals
Connect Gist 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 Gist and Better Proposals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User created
Triggers when a new user is created
Lead created
Triggers when a new lead is created
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
All Actions - Actions are the automated tasks
Create or update user
Creates or updates a user
Subscribe to campaign
Subscribes a user to the selected campaign
Tag lead
Adds a tag to the specified lead
Tag user
Adds a tag to the specified user
Create or update lead
Creates or updates a lead
Untag user
Removes a tag from the specified user
Untag lead
Removes a tag from the specified lead
Fetch user
Fetches the details of an existing user by ID or email address
Fetch lead
Fetches the details of an existing lead by ID
Create proposal
Creates a new proposal
What is Gist?
Gist is an email marketing automation, help desk, and live chat platform. You can track customer interactions, configure chat bots to schedule sales calls, and engage customers with relevant emails.
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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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
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Toto
Technical Engineer, Master Liveaboards
