Add signed proposals from Better Proposals to automation in ActiveCampaign for existing contacts
Once a proposal is signed in Better Proposals, streamline your workflow by adding the existing contact to an automation in ActiveCampaign. This efficient process saves you time from manually transferring information and ensures that your contacts are promptly incorporated into your marketing efforts. Benefit from the smooth information flow between your proposal and marketing platforms.
Once a proposal is signed in Better Proposals, streamline your workflow by adding the existing contact to an automation in ActiveCampaign. This efficient process saves you time from manually transferring information and ensures that your contacts are promptly incorporated into your marketing efforts. Benefit from the smooth information flow between your proposal and marketing platforms.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Add Existing Contact to Automation
Adds an existing contact into any automation.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItCustom ObjectRequired
Trigger EventsRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Custom ObjectRequired
Try It