ActiveCampaign + Better Proposals
Create proposals in Better Proposals for new deal tasks in ActiveCampaign
This workflow springs into action when a new task related to a deal is created in ActiveCampaign, leading to the creation of a proposal in Better Proposals. It's designed to streamline your sales process, by reducing the manual labor involved in proposal generation. Benefit from this efficient link between ActiveCampaign and Better Proposals to save valuable time and ensure your sales proposals are always up-to-date and ready to go.
This workflow springs into action when a new task related to a deal is created in ActiveCampaign, leading to the creation of a proposal in Better Proposals. It's designed to streamline your sales process, by reducing the manual labor involved in proposal generation. Benefit from this efficient link between ActiveCampaign and Better Proposals to save valuable time and ensure your sales proposals are always up-to-date and ready to go.
- When this happens...New Deal Task
Triggers when a new deal task is created.
- automatically do this!Create a Proposal
Creates a new proposal.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It
