Better Proposals Integrations

Name: Zapier
Availability: InStock

Put Better Proposals to work with AI and enterprise-grade automation

Automate smarter with Better Proposals and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Slack

Team Chat

CRM (Customer Relationship Management)

ActiveCampaign

Marketing Automation

monday.com

Project Management

ClickUp

Project Management

Xero

Accounting

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Slack

Team Chat

CRM (Customer Relationship Management)

ActiveCampaign

Marketing Automation

monday.com

Project Management

ClickUp

Project Management

Xero

Accounting

Slack

Team Chat

CRM (Customer Relationship Management)

ActiveCampaign

Marketing Automation

monday.com

Project Management

ClickUp

Project Management

Xero

Accounting

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send private Slack channel messages when proposals are sent via Better Proposals
Details
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Better Proposals + Slack
Send private Slack messages when new Better Proposals are signed
Details
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Better Proposals + Slack
Add new proposals from Better Proposals to Google Sheets as rows
Details
Try it
Better Proposals + Google Sheets
Send channel messages in Slack when proposals are opened in Better Proposals
Details
Try it
Better Proposals + Slack
Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers
Details
Try it
Better Proposals + Mailchimp
Add paid proposals from Better Proposals to Xero as invoices
Premium
Details
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Better Proposals + Xero

Send private Slack channel messages when proposals are sent via Better Proposals

Details

Try it

Better Proposals + Slack

Send private Slack messages when new Better Proposals are signed

Details

Try it

Better Proposals + Slack

Add new proposals from Better Proposals to Google Sheets as rows

Details

Try it

Better Proposals + Google Sheets

Send channel messages in Slack when proposals are opened in Better Proposals

Details

Try it

Better Proposals + Slack

Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers

Details

Try it

Better Proposals + Mailchimp

Add paid proposals from Better Proposals to Xero as invoices

Details

Try it

Better Proposals + Xero

Create HubSpot deals from new Better Proposals deals

Details

Try it

Better Proposals + HubSpot

Upload newly signed Better Proposals to Google Drive

Details

Try it

Better Proposals + Google Drive

Update Mailchimp subscribers when new proposals are signed in Better Proposals

Details

Try it

Better Proposals + Mailchimp

Create multiple spreadsheet rows in Google Sheets when new proposals are sent in Better Proposals

Details

Try it

Better Proposals + Google Sheets

Create new proposals in Better Proposals for each deal matching filter in Pipedrive

Details

Try it

Pipedrive + Better Proposals

Send Slack channel messages for new signed proposals in Better Proposals

Details

Try it

Better Proposals + Slack

Create HubSpot deals from new Better Proposals deals
Details
Try it
Better Proposals + HubSpot
Upload newly signed Better Proposals to Google Drive
Details
Try it
Better Proposals + Google Drive
Update Mailchimp subscribers when new proposals are signed in Better Proposals
Details
Try it
Better Proposals + Mailchimp
Create multiple spreadsheet rows in Google Sheets when new proposals are sent in Better Proposals
Details
Try it
Better Proposals + Google Sheets
Create new proposals in Better Proposals for each deal matching filter in Pipedrive
Details
Try it
Pipedrive + Better Proposals
Send Slack channel messages for new signed proposals in Better Proposals
Details
Try it
Better Proposals + Slack

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It

Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
Try It
- 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

Better Proposals Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Better Proposals Integrations

Put Better Proposals to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send private Slack channel messages when proposals are sent via Better Proposals

Send private Slack messages when new Better Proposals are signed

Add new proposals from Better Proposals to Google Sheets as rows

Send channel messages in Slack when proposals are opened in Better Proposals

Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers

Add paid proposals from Better Proposals to Xero as invoices

Send private Slack channel messages when proposals are sent via Better Proposals

Send private Slack messages when new Better Proposals are signed

Add new proposals from Better Proposals to Google Sheets as rows

Send channel messages in Slack when proposals are opened in Better Proposals

Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers

Add paid proposals from Better Proposals to Xero as invoices

Create HubSpot deals from new Better Proposals deals

Upload newly signed Better Proposals to Google Drive

Update Mailchimp subscribers when new proposals are signed in Better Proposals

Create multiple spreadsheet rows in Google Sheets when new proposals are sent in Better Proposals

Create new proposals in Better Proposals for each deal matching filter in Pipedrive

Send Slack channel messages for new signed proposals in Better Proposals

Create HubSpot deals from new Better Proposals deals

Upload newly signed Better Proposals to Google Drive

Update Mailchimp subscribers when new proposals are signed in Better Proposals

Create multiple spreadsheet rows in Google Sheets when new proposals are sent in Better Proposals

Create new proposals in Better Proposals for each deal matching filter in Pipedrive

Send Slack channel messages for new signed proposals in Better Proposals

Supported triggers and actions

Better Proposals Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Better Proposals Integrations

Popular Better Proposals Integrations

Better Proposals Integrations

Put Better Proposals to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send private Slack channel messages when proposals are sent via Better Proposals

Send private Slack messages when new Better Proposals are signed

Add new proposals from Better Proposals to Google Sheets as rows

Send channel messages in Slack when proposals are opened in Better Proposals

Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers

Add paid proposals from Better Proposals to Xero as invoices

Send private Slack channel messages when proposals are sent via Better Proposals

Send private Slack messages when new Better Proposals are signed

Add new proposals from Better Proposals to Google Sheets as rows

Send channel messages in Slack when proposals are opened in Better Proposals

Add recipients of newly-opened proposals from Better Proposals to Mailchimp as subscribers

Add paid proposals from Better Proposals to Xero as invoices

Create HubSpot deals from new Better Proposals deals

Upload newly signed Better Proposals to Google Drive

Update Mailchimp subscribers when new proposals are signed in Better Proposals

Create multiple spreadsheet rows in Google Sheets when new proposals are sent in Better Proposals

Create new proposals in Better Proposals for each deal matching filter in Pipedrive

Send Slack channel messages for new signed proposals in Better Proposals

Create HubSpot deals from new Better Proposals deals

Upload newly signed Better Proposals to Google Drive

Update Mailchimp subscribers when new proposals are signed in Better Proposals

Create multiple spreadsheet rows in Google Sheets when new proposals are sent in Better Proposals

Create new proposals in Better Proposals for each deal matching filter in Pipedrive

Send Slack channel messages for new signed proposals in Better Proposals

Better Proposals Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Better Proposals Integrations

Popular Better Proposals Integrations

Connect Your App Accounts to Zapier