Better Proposals + Zenkit
Better Proposals + Zenkit
Better Proposals + Zenkit integrations
Create Zenkit items from new proposals signed in Better Proposals
Do you use both Zenkit and Better Proposals, but can't work productively due to extra time spent on manually copying and pasting? This Zapier integration will automatically create a new Zenkit item when a new proposal is signed in Better Proposals. In this way, you can conduct your further project management actions accordingly and improve your workflow!
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Create ItemCreates a new item.
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More things you can do with Better Proposals and Zenkit
Discover other triggers and actions you can use with Better Proposals and Zenkit
- 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 - CollectionRequired
- FieldRequired
- Change to Value
Try ItTriggerInstant
- 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- WorkspaceRequired
- Collection
- Item
- ActivityRequired
Try ItTriggerInstant
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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About Zenkit
Zenkit is a flexible workspace you can use to organize the things you care about, in the way that suits you best.
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