Connect Better Proposals and Zenkit to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect Better Proposals to Zenkit with a Zapier template.

Our most popular template

Create Zenkit items from new proposals signed in Better Proposals
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Better Proposals + Zenkit

Create Zenkit items from new proposals signed in Better Proposals

Details

Try it

Better Proposals + Zenkit

How Zapier works

Zapier makes it easy to integrate Better Proposals with Zenkit - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Proposal" from Better Proposals.

Add your action

An action happens after the trigger—such as "Create Item" in Zenkit.

You’re connected!

Zapier seamlessly connects Better Proposals and Zenkit, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Connect Better Proposals and Zenkit to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Proposal
Triggers when a new proposal is created.
Trigger
Polling
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
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- Collection
  Required
- Field
  Required
- Change to Value
Trigger
Instant
Try It
- Workspace
- Collection
  Required
Trigger
Instant
Try It

- Collection
  Required
Action
Write
- Collection
  Required
- Item
Action
Write

- Collection
  Required
- Item
Action
Search
- Collection
  Required
- Member
  Required
Action
Search
- Collection
  Required
- Item
Action
Search or write

Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
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- 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
- Workspace
- Collection
  Required
- Item
- Filter
Trigger
Instant
Try It
New Notification
Triggers when you have a new notification.
Trigger
Instant
Try It
- Collection
  Required
- Item
- Comment
  Required
Action
Write
- Collection
  Required
- Field
  Required
- Search Text
  Required
Action
Search
- Collection Name
  Required
Action
Search
- Collection
  Required
- Field
  Required
- Search Text
  Required
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 Zenkit

Zenkit is a flexible workspace you can use to organize the things you care about, in the way that suits you best.

Learn moreLearn moreHelpHelp

Related categories

Task Management

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Connect Better Proposals and Zenkit to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create Zenkit items from new proposals signed in Better Proposals

Create Zenkit items from new proposals signed in Better Proposals

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Connect Better Proposals and Zenkit to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Connect Better Proposals to Zenkit on the world's largest no-code automation platform