Better Proposals + Zoho Cliq
Send Zoho Cliq channel messages when new Better Proposals proposals are signed
When a proposal gets signed in Better Proposals, an immediate message is delivered in your Zoho Cliq channel. This workflow makes it easy for you to save time and effort, ensuring you're always updated on finalized deals without having to constantly jump between platforms. Stay connected with your team and foster efficient communication with this seamless automation.
When a proposal gets signed in Better Proposals, an immediate message is delivered in your Zoho Cliq channel. This workflow makes it easy for you to save time and effort, ensuring you're always updated on finalized deals without having to constantly jump between platforms. Stay connected with your team and foster efficient communication with this seamless automation.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Send Channel Message
Send message to a channel in which you have joined.
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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
