How to connect Formsite + Better Proposals
Zapier lets you send info between Formsite and Better Proposals automatically—no code required.
When this happens...
automatically do this!
- New Form ResultTriggers when a user submits a new form result.Trigger
- New ProposalTriggers when a new proposal is created.Trigger
- Proposal OpenedTriggers when a proposal is opened.Trigger
- Proposal PaidTriggers when a proposal is paid.Trigger
- Proposal SentTriggers when a proposal is sent.Trigger
- Proposal SignedTriggers when a proposal is signed.Trigger
- Create a ProposalCreates a new proposal.Action
- Step 1: Authenticate Formsite and Better Proposals.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.