Popular ways to use Better Proposals workflows

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

  

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  Better Proposals, Mailchimp

  Better Proposals + Mailchimp

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  1. 

     When this happens

     Step 1: Proposal Opened

  2. 

     Then do this

     Step 2: Add/Update Subscriber

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

  

  by Zapier

  Zapier

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

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  Better Proposals, Mailchimp

  Better Proposals + Mailchimp

• Add cards to Trello when proposals are signed in Better Proposals

  

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  Better Proposals, Trello

  Better Proposals + Trello

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     When this happens

     Step 1: Proposal Signed

  2. 

     Then do this

     Step 2: Create Card

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  Add cards to Trello when proposals are signed in Better Proposals

  

  by Zapier

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  Add cards to Trello when proposals are signed in Better Proposals

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  Better Proposals, Trello

  Better Proposals + Trello

• Add to-do lists to Basecamp 3 when proposals are signed in Better Proposals

  

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  Better Proposals, Basecamp 3

  Better Proposals + Basecamp 3

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     When this happens

     Step 1: Proposal Signed

  2. 

     Then do this

     Step 2: Create To-do List

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  Add to-do lists to Basecamp 3 when proposals are signed in Better Proposals

  

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  Add to-do lists to Basecamp 3 when proposals are signed in Better Proposals

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  Better Proposals, Basecamp 3

  Better Proposals + Basecamp 3

• Add proposals to Better Proposals from new Typeform entries

  

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  Typeform, Better Proposals

  Typeform + Better Proposals

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     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create a Proposal

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  Add proposals to Better Proposals from new Typeform entries

  

  by Zapier

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  Add proposals to Better Proposals from new Typeform entries

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  Typeform, Better Proposals

  Typeform + Better Proposals

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

  

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  Better Proposals, Slack

  Better Proposals + Slack

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     When this happens

     Step 1: Proposal Sent

  2. 

     Then do this

     Step 2: Send Private Channel Message

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

  

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

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  Better Proposals, Slack

  Better Proposals + Slack

• Add paid proposals from Better Proposals to Xero as invoices

  

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  Premium apps: Xero

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  Better Proposals, Xero

  Better Proposals + Xero

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     When this happens

     Step 1: Proposal Paid

  2. 

     Then do this

     Step 2: Create Sales Invoice

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  Add paid proposals from Better Proposals to Xero as invoices

  

  by Zapier

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  Premium apps: Xero

  Add paid proposals from Better Proposals to Xero as invoices

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  Better Proposals, Xero

  Better Proposals + Xero

• Create events in Google Calendar when new proposals are created in Better Proposals

  

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  Better Proposals, Google Calendar

  Better Proposals + Google Calendar

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     When this happens

     Step 1: New Proposal

  2. 

     Then do this

     Step 2: Create Detailed Event

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  Create events in Google Calendar when new proposals are created in Better Proposals

  

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  Create events in Google Calendar when new proposals are created in Better Proposals

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  Better Proposals, Google Calendar

  Better Proposals + Google Calendar

• Add new Salesflare opportunities to Better Proposals as proposals

  

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  Salesflare, Better Proposals

  Salesflare + Better Proposals

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  1. 

     When this happens

     Step 1: New Opportunity

  2. 

     Then do this

     Step 2: Create a Proposal

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  Add new Salesflare opportunities to Better Proposals as proposals

  

  by Zapier

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  Add new Salesflare opportunities to Better Proposals as proposals

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  Salesflare, Better Proposals

  Salesflare + Better Proposals

• 

  New Proposal

  Triggers when a new proposal is created.

  Trigger

  Scheduled
• 

  Proposal Opened

  Triggers when a proposal is opened.

  Trigger

  Scheduled
• 

  Proposal Paid

  Triggers when a proposal is paid.

  Trigger

  Scheduled
• 

  Proposal Sent

  Triggers when a proposal is sent.

  Trigger

  Scheduled
• 

  Proposal Signed

  Triggers when a proposal is signed.

  Trigger

  Scheduled
• 

  Create a Proposal

  Creates a new proposal.

  Action

  Write