Better Proposals + EngageBay Marketing

Create proposals in Better Proposals for new EngageBay Marketing form submissions

Effortlessly manage your leads and proposals with this time-saving process that connects EngageBay Marketing and Better Proposals. When a new form submission is received in EngageBay Marketing, a proposal is instantly generated in Better Proposals. This seamless automation lets you concentrate on crafting the perfect proposal, while effectively handling your leads.

When this happens...
New Form SubmissionTriggered each time a new form submission takes place.
TriggerInstant
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Create a ProposalCreates a new proposal.
ActionWrite

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More things you can do with EngageBay Marketing and Better Proposals

Discover other triggers and actions you can use with EngageBay Marketing and Better Proposals

New Company
Instant trigger powered by webhooks. Fires immediately when a new company is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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New Contact
Instant trigger powered by webhooks. Fires immediately when a new contact is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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Contact Unsubscribed
Instant trigger powered by webhooks. Fires immediately when a contact unsubscribes in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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New Deal
Instant trigger powered by webhooks. Fires immediately when a new deal is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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New Company [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Company" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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New Deal [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Deal" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Get Owners
Trigger to get all owners.
Trigger
Polling
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Get Tracks
Tigger to get all tracks.
Trigger
Polling
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- Name
  Required
Trigger
Instant
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- List
  Required
- Limit
  Required
Trigger
Polling
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- Tag
  Required
Trigger
Instant
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- Fields
  Required
Trigger
Instant
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Contact Unsubscribed [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Unsubscribed" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Contact Property Change[Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Task Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Task Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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- Contact ID
  Required
- Subject
- Description
Action
Write
- Name
- Phone Number
- Email
  Required
- Timezone
- Start Time
  Required
- End Time
  Required
Action
Write
- Form
  Required
- Email
  Required
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Search Query
  Required
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
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

- Fields
  Required
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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- Fields
  Required
Trigger
Instant
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- Event Type
  Required
Trigger
Instant
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New Contact [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Contact" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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New Event [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Event" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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New Task [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Task" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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- Field
Trigger
Instant
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- List
  Required
Trigger
Instant
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- t_fields
Trigger
Instant
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New Task
Instant trigger powered by webhooks. Fires immediately when a new task is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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- Properties
Trigger
Instant
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Company Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Company Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Deal Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Deal Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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- Sequence
  Required
- Email
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Email
  Required
- Subject
  Required
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- Email
  Required
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Search Query
  Required
Action
Search
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
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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

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add tags to contacts in EngageBay Marketing when new proposals are sent in Better Proposals

Add tags to contacts in EngageBay Marketing when new proposals are signed in Better Proposals