ActiveCollab + Better Proposals

ActiveCollab + Better Proposals integrations

Create new Better Proposals for every new project in Active Collab

Elevate your project management skills with this seamless workflow between Active Collab and Better Proposals. Whenever a new project is started in Active Collab, this automation crafts a proposal in Better Proposals instantly, saving you time and simplifying your project initiation process. Keep your focus on the strategic aspects while this integration takes care of the administrative details.

When this happens...
New ProjectTriggers when new project is created.
TriggerInstant
automatically do this!
Create a ProposalCreates a new proposal.
ActionWrite

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More things you can do with ActiveCollab and Better Proposals

Discover other triggers and actions you can use with ActiveCollab and Better Proposals

New Comment
Triggers when a comment is added to an object in Active Collab.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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New Task List
Triggers when a new task list is created in a project in Active Collab.
Trigger
Instant
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Time Tracked
User has tracked time on project or task.
Trigger
Instant
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- Company Name
  Required
Action
Write

- Task ID
  Required
Action
Write
- Project
  Required
- Task List
  Required
- Task Name
  Required
- Task Body
Action
Write

- Project
  Required
- Discussion
  Required
- Comment Body
  Required
Action
Write
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
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New Project
Triggers when new project is created.
Trigger
Instant
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Task Closed
Triggers when a task is closed in Active Collab.
Trigger
Instant
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Task Moved
Triggers when a task is moved to another task list.
Trigger
Instant
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- Project
  Required
- Task
  Required
- Comment Body
  Required
Action
Write
- Project ID
  Required
Action
Write
- Project Name
  Required
Action
Write
- Project
  Required
- Discussion Title
  Required
- Discussion Description
Action
Write
- Select Projects
  Required
- User Emails
  Required
- Member Type
  Required
Action
Write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
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- Company
  Required
- 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
Action
Write

About ActiveCollab

ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management – built for growing service businesses.

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Related categories

Project Management

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About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management