Better Proposals + Zoho Cliq integrations
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 this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Send Channel MessageSend message to a channel in which you have joined.
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More things you can do with Better Proposals and Zoho Cliq
Discover other triggers and actions you can use with Better Proposals and Zoho Cliq
- 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 - BotRequired
- TextRequired
- Card Title
- Card Theme
- Card Thumbnail URL
- Card Icon URL
ActionWrite
- 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- To UserRequired
- TextRequired
- Bot Name
- Bot Icon URL
- Card Title
- Card Theme
- Card Thumbnail URL
- Card Icon URL
ActionWrite
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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