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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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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