How to connect Better Proposals + Zoho Cliq + Zoho CRM
Zapier lets you send info between Better Proposals and Zoho Cliq and Zoho CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Better Proposals + Zoho Cliq + Zoho CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Better Proposals, Zoho Cliq, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.
New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItBotRequired
TextRequired
Card Title
Card Theme
Card Thumbnail URL
Card Icon URL
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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
To UserRequired
TextRequired
Bot Name
Bot Icon URL
Card Title
Card Theme
Card Thumbnail URL
Card Icon URL