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Invoice Ninja logoInvoice Ninja logo
Better Proposals logoBetter Proposals logo
Invoice Ninja logoInvoice Ninja logo

Better Proposals + Invoice Ninja

Better Proposals + Invoice Ninja

Better Proposals + Invoice Ninja integrations

Create clients in Invoice Ninja when new proposals are signed in Better Proposals

Boost your client onboarding efficiency with this workflow between Better Proposals and Invoice Ninja. When a proposal is signed in Better Proposals, it leads to a new client being created in Invoice Ninja. This seamless transition from proposal acceptance to invoice generation simplifies your administrative task load and allows you to focus more on cultivating profitable customer relationships.

  1. When this happens...
    Proposal Signed
    Proposal Signed
    Proposal SignedTriggers when a proposal is signed.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client
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More things you can do with Better Proposals and Invoice Ninja

Discover other triggers and actions you can use with Better Proposals and Invoice Ninja

  • Better Proposals triggers, actions, and search
    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Polling
    Try It
    • 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
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About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Related categories
invoice-ninja logo
About Invoice Ninja
Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients, accept payments, track expenses & time billable-tasks. Designed for freelancers and small to medium-sized businesses to increase efficiency, Invoice Ninja will help you get paid!
Related categories
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