Connect Better Proposals to Freshsales Suite and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
Quickly connect Better Proposals to Freshsales Suite with a Zapier template.
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Choose a Trigger
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Choose an Action
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.
Try It - Proposal Paid
Triggers when a proposal is paid.
Try It - Proposal Signed
Triggers when a proposal is signed.
Try It - Filter NameRequired
Try It
- Proposal Opened
Triggers when a proposal is opened.
Try It - Proposal Sent
Triggers when a proposal is sent.
Try It - 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
- Filter NameRequired
- Include Contact Details
Try It
Related categories
Related categories