Active Collab + Better Proposals Integrations

How to connect Active Collab + Better Proposals

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a comment is added to an object in Active Collab.
Trigger
Instant
New Project
Triggers when new project is created.
Trigger
Instant
New Task
Triggers when a new task is created.
Trigger
Instant
Task Closed
Triggers when a task is closed in Active Collab.
Trigger
Instant
New Task List
Triggers when a new task list is created in a project in Active Collab.
Trigger
Instant
Task Moved
Triggers when a task is moved to another task list.
Trigger
Instant
Time Tracked
User has tracked time on project or task.
Trigger
Instant
Add Comment to Task
Creates a new comment in selected task.
Action
Write
Active Collab
Creates a new company.
Scheduled
Action
Active Collab
Completes a project.
Scheduled
Action
Active Collab
Completes a task.
Scheduled
Action
Active Collab
Creates a new project.
Scheduled
Action
Active Collab
Creates a task.
Scheduled
Action
Active Collab
Creates a new discussion in a project.
Scheduled
Action
Active Collab
Adds a new comment to discussion.
Scheduled
Action
Active Collab
Invites a new user to a project.
Scheduled
Action
Better Proposals
Triggers when a new proposal is created.
Scheduled
Trigger
Better Proposals
Triggers when a proposal is opened.
Scheduled
Trigger
Better Proposals
Triggers when a proposal is paid.
Scheduled
Trigger
Better Proposals
Triggers when a proposal is sent.
Scheduled
Trigger
Better Proposals
Triggers when a proposal is signed.
Scheduled
Trigger
Better Proposals
Creates a new proposal.
Scheduled
Action

How Active Collab + Better Proposals Integrations Work

Step 1: Authenticate Active Collab and Better Proposals.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.