Better Proposals + Ontraport
Better Proposals + Ontraport
Better Proposals + Ontraport integrations
Create or update Ontraport contacts when new proposals are signed in Better Proposals
Streamline your client management process with this workflow. Upon the endorsement of a proposal in Better Proposals, corresponding client contact information in Ontraport is seamlessly updated or created. This boosts efficiency and ensures accuracy in managing your client communication, enabling you to focus on delivering high-value services.
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Create or Update ContactCreates or updates a contact in Ontraport.
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More things you can do with Better Proposals and Ontraport
Discover other triggers and actions you can use with Better Proposals and Ontraport
- 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 Contact
Triggers when a new contact is added to Ontraport.
Try ItTriggerPolling
- 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- FormRequired
Try ItTriggerInstant
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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About Ontraport
An all-in-one business and marketing platform designed for information marketers, experts, and coaches.
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