Airtable + Better Proposals
Create new Airtable records when proposals are opened in Better Proposals
This workflow effortlessly streamlines your task management by bridging the gap between Better Proposals and Airtable. Whenever a proposal is opened in Better Proposals, a new record is immediately created in your Airtable base. It's a simple yet effective automation solution, saving both time and enhancing productivity, while ensuring every proposal opened is accurately tracked and recorded in Airtable.
This workflow effortlessly streamlines your task management by bridging the gap between Better Proposals and Airtable. Whenever a proposal is opened in Better Proposals, a new record is immediately created in your Airtable base. It's a simple yet effective automation solution, saving both time and enhancing productivity, while ensuring every proposal opened is accurately tracked and recorded in Airtable.
- When this happens...Proposal Opened
Triggers when a proposal is opened.
- 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
