Create integrations between Better Proposals and HL Pro Tools to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 - Use Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
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
- Select LocationRequired
- Campaign IDRequired
- Contact IDRequired