Better Proposals + Todoist integrations
Create tasks in Todoist when new proposals get signed in Better Proposals
Seal a deal in Better Proposals and a corresponding task will instantly pop up in Todoist. This efficient workflow ensures you can immediately start on your next steps to deliver upon agreement, keeping you organized and productive. Turn your signed proposals into concrete actions without the risk of forgetting crucial tasks.
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Create TaskCreates a new task.
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More things you can do with Better Proposals and Todoist
Discover other triggers and actions you can use with Better Proposals and Todoist
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - Project
Try ItTriggerPolling
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- 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
ActionWrite- ProjectRequired
Try ItTriggerPolling
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).
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