Create new calls in Hyros when proposals are sent in Better Proposals
Increase your sales efficiency with this handy workflow. When a proposal is sent via Better Proposals, it triggers a call creation in Hyros. This process saves you precious time and keeps your sales efforts coordinated. Enhance your customer engagement effortlessly with this workflow integration between Better Proposals and Hyros.
- When this happens...Proposal SentTriggers when a proposal is sent.
- automatically do this!Create CallCreate a call in Hyros.
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More things you can do with Better Proposals and Hyros
Discover other triggers and actions you can use with Better Proposals and Hyros
- 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 - New Call Attributed
Triggers when a new call attributed is created.
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- New Sale Attributed
Triggers when a new sale attributed is created.
Try ItTriggerInstant
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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