Better Proposals + Snov.io

Better Proposals + Snov.io integrations

Update recipient's status in Snov.io when new proposals are paid in Better Proposals

When a proposal gets paid in Better Proposals, ensure your contacts are up-to-date in Snov.io with this automation. This workflow promptly updates the recipient’s status in Snov.io, offering a streamlined process that keeps your client relationship management efficient. Experience a fuss-free method to maintain accurate contact details, helping you manage your client engagements more effectively.

When this happens...
Proposal PaidTriggers when a proposal is paid.
TriggerPolling
automatically do this!
Update Recipient's StatusChange recipient's status in a drip campaign.
ActionWrite

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

Discover other triggers and actions you can use with Better Proposals and Snov.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
- Prospect list
  Required
Trigger
Polling
Try It
- Drip сampaign
Trigger
Polling
Try It

- Drip сampaign
  Required
Trigger
Polling
Try It
- Email
- Prospect list (Optional)
Action
Write

- Drip campaign
  Required
- Recipient's email
  Required
- Change recipient's status to
Action
Write
- Domain address
  Required
- First name
  Required
- Last name
  Required
- Prospect list (Optional)
Action
Search
- Email
  Required
Action
Search
- Email
  Required
- Update if prospect already exists in Snov.io
- Full name
- First name
- Last name
- Phones
- Country
- Location
- Job position
- Company name
- Company website
- Prospect list (Optional)
  Required
Action
Search or 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
- Drip сampaign
  Required
Trigger
Polling
Try It
- Event action
  Required
Trigger
Instant
Try It
- Drip сampaign
  Required
Trigger
Polling
Try It
- First name
  Required
- Last name
  Required
- Domain address
  Required
- Prospect list (Optional)
Action
Write
- Update if prospect already exists in Snov.io
- Email
  Required
- Full name
- First name
- Last name
- Phones
- Country
- Location
- Job position
- Company name
- Company website
- Prospect list (Optional)
  Required
Action
Write
- Emails
Action
Search
- Prospest's ID
  Required
Action
Search

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 Snov.io

Snov.io is an easy and powerful CRM. Find leads, manage your database, and send converting automated emails.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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Related Zap Templates

Create or update Snov.io prospects when new Better Proposals proposals are paid

Send new Better Proposals and create or update prospects in Snov.io