Better Proposals + Ontraport

Better Proposals + Ontraport integrations

Create proposals in Better Proposals for new contacts in Ontraport

Create proposals instantly for your new Ontraport contacts using this streamlined workflow. Whenever a new contact is added in Ontraport, a proposal will be generated in Better Proposals, helping you save time and maintain consistency while presenting your offers. Enhance your sales process and close deals faster with this efficient automation.

When this happens...
New ContactTriggers when a new contact is added to Ontraport.
TriggerPolling
automatically do this!
Create a ProposalCreates a new proposal.
ActionWrite

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More things you can do with Ontraport and Better Proposals

Discover other triggers and actions you can use with Ontraport and Better Proposals

New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
Try It
- Product Id
  Required
Trigger
Instant
Try It
- Product Id
  Required
Trigger
Instant
Try It
- Contact
  Required
- Tags
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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

- Form
  Required
Trigger
Instant
Try It
- Tag
  Required
- Object Type
  Required
Trigger
Instant
Try It
- Tag
  Required
- Object Type
  Required
Trigger
Instant
Try It
- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tags Information
- Tag
Action
Write
- Search
  Required
Action
Search
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

About Better Proposals

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

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Related Zap Templates

Create or update Ontraport contacts when new proposals are signed in Better Proposals

Related Zap Templates

Create or update Ontraport contacts when new proposals are signed in Better Proposals