Better Proposals + monday.com
Create new items in monday.com when proposals are paid in Better Proposals
When a proposal gets paid in Better Proposals, this workflow promptly creates a corresponding item in monday.com. By aligning your payment system with your project management, you ensure that no paid proposal falls through the cracks. Stay on top of paid proposals and efficiently convert them into tracked projects with this streamlined workflow.
When a proposal gets paid in Better Proposals, this workflow promptly creates a corresponding item in monday.com. By aligning your payment system with your project management, you ensure that no paid proposal falls through the cracks. Stay on top of paid proposals and efficiently convert them into tracked projects with this streamlined workflow.
- When this happens...Proposal Paid
Triggers when a proposal is paid.
- automatically do this!Create Item
Create a new Item in a board
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItBoard IDRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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
Item Created In Board Copy
Board IDRequired
Try It
