Better Proposals + Pipedrive
Create notes in Pipedrive for new paid proposals in Better Proposals
Easily keep track of paid proposals in your CRM with this workflow. When a proposal is paid in Better Proposals, it will create a new note in Pipedrive. This automation helps you maintain a centralized record of payments, streamlining your sales processes and boosting efficiency.
Easily keep track of paid proposals in your CRM with this workflow. When a proposal is paid in Better Proposals, it will create a new note in Pipedrive. This automation helps you maintain a centralized record of payments, streamlining your sales processes and boosting efficiency.
- When this happens...Proposal Paid
Triggers when a proposal is paid.
- automatically do this!Create Note
Creates a new note.
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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 ItNew Activity
Triggers when a new activity is created.
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
Filter IdRequired
Try It
