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Connect Better Proposals and Loops to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Better Proposals with Loops - no code necessary. See how you can get setup in minutes.

Select a trigger from Better Proposals

A trigger is an event that starts your Zap and runs the workflow. For example, with Better Proposals, a trigger could be "New Proposal."

A trigger is the event that kicks off your automated workflow.

Setup an action from Loops

An action is what takes place after the automation is triggered. For example, with Loops, the action could be "Add Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Better Proposals to Loops

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Better Proposals to Loops integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Better Proposals and Loops to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.
Trigger
Polling
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It
- Email
  Required
- First Name
- Last Name
- Source
- Subscribed
- User Group
- User ID
- Mailing Lists
Action
Write
- Email
  Required
- User ID
- Event Name
  Required
- Event Properties
- Mailing Lists
Action
Write

- Email
  Required
- First Name
- Last Name
- Source
- Subscribed
- User Group
- User ID
- Mailing Lists
Action
Write
- Email
  Required
- First Name
- Last Name
- Source
- Subscribed
- User Group
- User ID
- Mailing Lists
Action
Search or write

Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It
Proposal Sent
Triggers when a proposal is sent.
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
- Email
  Required
Action
Write
- Transactional Id
  Required
- Email
  Required
- Add contact to your audience
- Data Variables
Action
Write
- Email
  Required
Action
Search

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn moreLearn more

Related categories

Proposal & Invoice Management

About Loops

Loops is a platform for SaaS companies to send marketing and transactional email.

Learn moreLearn more

Related categories

Email Newsletters

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