Airtable + Better Proposals
Create records in Airtable for every new proposal signed event in Better Proposals
Streamline your workflow by integrating Better Proposals with Airtable. Whenever a proposal gets signed in Better Proposals, a new record will be created in Airtable. This consistent updating ensures valuable data from every accepted proposal is saved immediately, making the process efficient and your record keeping error-free.
Streamline your workflow by integrating Better Proposals with Airtable. Whenever a proposal gets signed in Better Proposals, a new record will be created in Airtable. This consistent updating ensures valuable data from every accepted proposal is saved immediately, making the process efficient and your record keeping error-free.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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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 ItBaseRequired
TableRequired
Limit to View
Include file contents?
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
BaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try It
