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Active Collab + Better Proposals

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.

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.

  1. When this happens...
    Active CollabActive Collab
    New Project

    Triggers when new project is created.

    TriggerInstant
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Active Collab triggers, actions, and search

    New Comment

    Triggers when a comment is added to an object in Active Collab.

    Trigger
    Instant
    Try It
  • Active Collab triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Instant
    Try It
  • Active Collab triggers, actions, and search

    New Task List

    Triggers when a new task list is created in a project in Active Collab.

    Trigger
    Instant
    Try It
  • Active Collab triggers, actions, and search

    Time Tracked

    User has tracked time on project or task.

    Trigger
    Instant
    Try It
  • Active Collab triggers, actions, and search

    New Project

    Triggers when new project is created.

    Trigger
    Instant
    Try It
  • Active Collab triggers, actions, and search

    Task Closed

    Triggers when a task is closed in Active Collab.

    Trigger
    Instant
    Try It
  • Active Collab triggers, actions, and search

    Task Moved

    Triggers when a task is moved to another task list.

    Trigger
    Instant
    Try It

    • ProjectRequired

    • TaskRequired

    • Comment BodyRequired

    Action
    Write
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activecollab logo

About Active Collab

Active Collab is a popular, all-in-one tool for project management, team collaboration and billing. Available both in cloud and self hosted versions.
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Related categories

  • Project Management

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better-proposals logo

About Better Proposals

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

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