Connect Better Proposals and Pathwright to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Proposal" from Better Proposals.

Add your action

An action happens after the trigger—such as "Create Registration Invitation" in Pathwright.

You’re connected!

Zapier seamlessly connects Better Proposals and Pathwright, automating your workflow.

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
- Activity Type
  Required
Trigger
Instant
Try It
Student Course Completion
Triggers when a student completes a course.
Trigger
Instant
Try It

New Registration
Triggers when a new registration happens in your Pathwright school.
Trigger
Instant
Try It
School Membership Updated
Triggers when a member of your school updates their membership.
Trigger
Instant
Try It

Student Unsubscription
Triggers when a user's subscription is canceled.
Trigger
Instant
Try It
- Offering ID
  Required
- To email
  Required
- Invitation subject
- Invitation message
- Auto-create user?
  Required
- First name
- Last name
- Send email?
Action
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
New Cohort
Triggers whenever a new cohort is created in a resource in your Pathwright school, whether that be by a staff member, or a learner creating their own member-created cohort.
Trigger
Instant
Try It
New School Member
Triggers when a new member joins your school.
Trigger
Instant
Try It
New Student Subscription
Triggers when a student subscribes to your school.
Trigger
Instant
Try It
Step Review Status Change
Triggers when a step's review status may have changed. This could be either the result of a step being automatically assigned a score, or from a teacher manually reviewing a submission. Additionally, other lifecycle events that affect the score or review status of a student's step will trigger this to be sent, such as skips or resets performed either by or on behalf of a student.
Trigger
Instant
Try It
User Email Updated
Triggers when a user changes the email address on their account.
Trigger
Instant
Try It
- Action
  Required
- User identifier type
  Required
- Source step ID
  Required
- Cohort ID
Action
Write

For AI agents & developers

Use Better Proposals and Pathwright with AI agents and code

Beyond Zap workflows. Call Better Proposals and Pathwright actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Better Proposals and Pathwright actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create a Proposal
Create Registration Invitation

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Better Proposals and Pathwright actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* better-proposals / pathwright action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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

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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

Connect Better Proposals and Pathwright 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

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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.

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.

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.

Make work flow with AI

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

Learn about AI automation

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 Pathwright

Design step-by-step learning paths for anyone. With Pathwright you can create learning paths that guide students, employees, or anyone in the world to a new level of skill.