Better Proposals + Zenkit Integrations

How to connect Better Proposals + Zenkit

Zapier lets you send info between Better Proposals and Zenkit automatically—no code required.

When this happens...

New Proposal

Triggers when a new proposal is created.

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Add Comment to Item

Adds a comment to an item.

Popular Better Proposals + Zenkit workflows

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Create Zenkit items from new proposals signed in Better Proposals
Better Proposals + Zenkit
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When this happens
Step 1: Proposal Signed
Then do this
Step 2: Create Item
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Create Zenkit items from new proposals signed in Better Proposals
Create Zenkit items from new proposals signed in Better Proposals
Better Proposals + Zenkit

Supported triggers and actions

What does this mean?

New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
Proposal Sent
Triggers when a proposal is sent.
Trigger
Scheduled
Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled

Create a Proposal
Creates a new proposal.
Action
Write
Item Value Changed
Triggers when the value of a field changes in an item.
Trigger
Instant

New Activity
Triggers when there is new activity in Zenkit.
Trigger
Instant

Zenkit
Triggers when a new item is created.
Instant
Trigger
Zenkit
Triggers when you have a new notification.
Instant
Trigger
Zenkit
Creates a new item.
Scheduled
Action
Zenkit
Adds a comment to an item.
Scheduled
Action
Zenkit
Update an item.
Scheduled
Action
Zenkit
Finds an existing item.
Scheduled
Action
Zenkit
Finds an existing collection.
Scheduled
Action
Zenkit
Find a member of a collection.
Scheduled
Action
Zenkit
Finds or creates a specific find entry.
Scheduled
Action

How Better Proposals + Zenkit Integrations Work

Step 1: Authenticate Better Proposals + Zenkit.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect Better Proposals + Zenkit

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

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.

Related categories

Task Management

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