Better Proposals + Check Cherry

Better Proposals + Check Cherry integrations

Create proposals in Better Proposals for new leads added in Check Cherry

Bringing new leads to fruition is streamlined with this workflow between Check Cherry and Better Proposals. Once a fresh lead is added to your Check Cherry database, this process is initiated, immediately creating a suitable proposal in Better Proposals. Not only can this save you time, but it also ensures immediate follow-up, aiding in the conversion process. Best of all, this process is seamless in its automation, requiring no additional interaction from you.

When this happens...
New Lead Is Added to Check CherryTriggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
TriggerInstant
automatically do this!
Create a ProposalCreates a new proposal.
ActionWrite

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More things you can do with Check Cherry and Better Proposals

Discover other triggers and actions you can use with Check Cherry and Better Proposals

Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Trigger
Instant
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New Checklist Item Is Created in Check Cherry
Triggers when a new checklist item is created.
Trigger
Instant
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New Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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Staff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
Trigger
Instant
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Checklist Item Is Updated in Check Cherry
Triggers when a checklist item is updated.
Trigger
Instant
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- Contact Type
  Required
- Signature Collected?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package ID
  Required
- Custom Title
- Custom Description (HTML)
- Start Date
  Required
- Start Time
- Length (Minutes)
- Length (days)
- Add On IDs
- Backdrop ID
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Send contact invitation to create account?
- Send Booking Confirmation Emails?
Action
Write

- Contact Type
  Required
- Date Reserved?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package ID
  Required
- Custom Title
- Custom Description (HTML)
- Start Date
  Required
- Start Time
- Length (Minutes)
- Length (days)
- Backdrop ID
- Add On IDs
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Proposal Valid Through
Action
Write
- Start Date
- End Date
- Search Text
Action
Search
- ID
- Event Status
- Past or Future
- Event Date (Start)
- Event Date (End)
- Booked At (Start)
- Booked At (End)
- Search Text
- Sort By
- Sort Direction
Action
Search
- ID
- Payment Date (Start)
- Payment Date (End)
- Event ID
Action
Search
- ID
- Email
  Required
- Text Search
- Origin
- Lead Type
- Source
- First Name
- Last Name
- Company Name
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
Action
Search or write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
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- 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

New Appointment
Triggers when a new appointment is added to Check Cherry
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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New Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Trigger
Instant
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New User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
Trigger
Instant
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Appointment Is Updated
Triggers when an existing appointment is updated in Check Cherry
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email
  Required
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Lead Type
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
Action
Write
- Start Date/Time
  Required
- End Date/Time
  Required
- Lookup Type
  Required
- Package ID
- Add On ID
Action
Search
- Filter
- Search Text
- Sort By
- Record Type
- Record ID
Action
Search
- ID
- Email
- Text Search
- Origin
- Lead Type
- Source
Action
Search
- ID
- Role
- Search Text
Action
Search
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

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Related categories

Proposal & Invoice Management

About Check Cherry

Check Cherry is the all-in-one platform to manage your Photobooth, Photography Studio, Mobile DJ business and more. Includes online booking, beautiful proposals, and a customer portal.

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Related categories

CRM (Customer Relationship Management)

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