ActiveCollab + Better Proposals

Create new Better Proposals for every new project in Active Collab

Elevate your project management skills with this seamless workflow between Active Collab and Better Proposals. Whenever a new project is started in Active Collab, this automation crafts a proposal in Better Proposals instantly, saving you time and simplifying your project initiation process. Keep your focus on the strategic aspects while this integration takes care of the administrative details.

When this happens...
New Project
Triggers when new project is created.
TriggerInstant
automatically do this!
Create a Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

New Comment
Triggers when a comment is added to an object in Active Collab.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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New Task List
Triggers when a new task list is created in a project in Active Collab.
Trigger
Instant
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Time Tracked
User has tracked time on project or task.
Trigger
Instant
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- Company NameRequired
Action
Write

- Task IDRequired
Action
Write
- ProjectRequired
- Task ListRequired
- Task NameRequired
- Task Body
Action
Write

- ProjectRequired
- DiscussionRequired
- Comment BodyRequired
Action
Write
New Proposal
Triggers when a new proposal is created.
Trigger
Polling
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
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New Project
Triggers when new project is created.
Trigger
Instant
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Task Closed
Triggers when a task is closed in Active Collab.
Trigger
Instant
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Task Moved
Triggers when a task is moved to another task list.
Trigger
Instant
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- ProjectRequired
- TaskRequired
- Comment BodyRequired
Action
Write
- Project IDRequired
Action
Write
- Project NameRequired
Action
Write
- ProjectRequired
- Discussion TitleRequired
- Discussion Description
Action
Write
- Select ProjectsRequired
- User EmailsRequired
- Member TypeRequired
Action
Write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
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- 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
Action
Write