Better Proposals + Capsule CRM
Better Proposals + Capsule CRM
Better Proposals + Capsule CRM integrations
Find contacts and add notes in Capsule CRM for newly sent Better Proposals
This Zap helps keep your Capsule CRM contacts up to date by updating their history each time there a new proposal is sent via Better Proposals. The contact will also be created if they don't already exist in Capsule.
- When this happens...Proposal SentTriggers when a proposal is sent.
- automatically do this!Add Note to EntityAdds a Note to an Entity.
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More things you can do with Better Proposals and Capsule CRM
Discover other triggers and actions you can use with Better Proposals and Capsule CRM
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - ActionRequired
Try ItTriggerInstant
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- 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
ActionWrite- ActionRequired
Try ItTriggerInstant
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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