Better Proposals + Productive.io

Better Proposals + Productive.io integrations

Create new projects in Productive.io when proposals are signed in Better Proposals

This workflow streamlines your project management process by turning signed proposals from Better Proposals into new projects in Productive.io. As soon as a proposal gets signed within Better Proposals, a project is created in Productive.io, saving you the manual effort and ensuring all projects are up-to-date. This automation is crucial for teams desiring a more efficient pipeline, enabling them to start work on projects immediately after a proposal is signed.

When this happens...
Proposal SignedTriggers when a proposal is signed.
TriggerPolling
automatically do this!
Create ProjectCreate new project.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Better Proposals and Productive.io

Discover other triggers and actions you can use with Better Proposals and Productive.io

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
Booking Deleted
Triggers when Booking is deleted.
Trigger
Instant
Try It
Budget Deleted
Triggers when Budget is deleted.
Trigger
Instant
Try It

Contact Update
Triggers when Contact is updated.
Trigger
Instant
Try It
Deal Update
Triggers when Deal is updated.
Trigger
Instant
Try It

Expense Update
Triggers when Expense is updated.
Trigger
Instant
Try It
New Booking
New booking created.
Trigger
Instant
Try It
New Contact
New contact created.
Trigger
Instant
Try It
New Expense
Triggers when Expense is updated.
Trigger
Instant
Try It
New Project
New project created.
Trigger
Instant
Try It
Project Update
Triggers when project is updated.
Trigger
Instant
Try It
Task Update
Triggers when Task is updated.
Trigger
Instant
Try It
- Name
  Required
- Due Days
- Default Currency
- Description
Action
Write
- Name
  Required
- Company
  Required
- Currency
  Required
- Responsible
  Required
- Probability
  Required
- Contact
- Document Type
- Deal Status
  Required
- Sales Status
- Number
- Deal Members
Action
Write
- Title
  Required
- Project
  Required
- Task List
  Required
- Assignee
- Due Date
- Due Time
- Body
- Tags
Action
Write
- Company Name
  Required
Action
Search
- Email
  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
Booking Update
Triggers when Booking is updated.
Trigger
Instant
Try It
Budget Update
Triggers when budget is updated.
Trigger
Instant
Try It
Deal Deleted
Triggers when Deal is deleted.
Trigger
Instant
Try It
Expense Deleted
Triggers when Expense is deleted.
Trigger
Instant
Try It
Invoice Update
Triggers when Invoice is updated.
Trigger
Instant
Try It
New Budget
Triggers when new Budget is created.
Trigger
Instant
Try It
New Deal
New deal created.
Trigger
Instant
Try It
New Invoice
New invoice created.
Trigger
Instant
Try It
New Task
New task created.
Trigger
Instant
Try It
Task Deleted
Triggers when Task is deleted.
Trigger
Instant
Try It
- Person
  Required
- Type
  Required
- Start Date
  Required
- End Date
  Required
- Time
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Job Title
- Company
Action
Write
- Name
  Required
- Company
  Required
- Project Manager
  Required
- Workflow
  Required
- Access
  Required
Action
Write
- Name
  Required
- Project
  Required
- Board
Action
Write
- Email
  Required
Action
Search
- Company Name
  Required
- Name
  Required
- Due Days
- Default Currency
- Description
Action
Search or 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 Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

Learn moreLearn moreHelpHelp

Related categories

Project Management