Better Proposals + Brevo

Send transactional emails in Brevo when new proposals are opened in Better Proposals

Stay on top of your business proposals with this intuitive automation. When a proposal is opened in Better Proposals, it triggers an immediate transactional email via the Brevo app. This workflow ensures you're always aware of your proposal status and allows for timely follow-ups with prospective clients. Boost your productivity and keep your business communication efficient with this straightforward and effective process.

When this happens...
Proposal Opened
Triggers when a proposal is opened.
TriggerPolling
automatically do this!
Send Transactional Email
Sends an email from your Brevo account with HTML or plain text content.
ActionWrite

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Start free with email

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Supported triggers and actions

New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It
- Campaign StatusRequired
Trigger
Polling
Try It
Contact Added
Triggers when a Brevo contact is added.
Trigger
Polling
Try It

- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It

- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if Contact ExistsRequired
- Email
- Mobile number of contact (SMS)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- Company Name or IDRequired
Action
Write
- Update if the deal already existRequired
- Deal name or IDRequired
- Use Category IDs for Attributes
- Deal PipelineRequired
- Deal StageRequired
Action
Write
- Deal name or IDRequired
Action
Write
- Record typeRequired
Action
Write
- ToRequired
- Cc
- Bcc
- Sender Name
- Sender EmailRequired
- Reply to Name
- Reply to EmailRequired
- SubjectRequired
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Email of contactRequired
- Lists to unsubscribeRequired
Action
Write

Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
Try It
- 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
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- List NameRequired
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if the company already existRequired
- Company name or IDRequired
- Use Category IDs for Attributes
Action
Write
- Company name or IDRequired
Action
Write
- Deal name or IDRequired
Action
Write
- Email of contact
- Mobile number of contact
Action
Write
- Record typeRequired
Action
Write
- EmailRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn more

Related categories

Proposal & Invoice Management

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Related categories

Email Newsletters

Better Proposals + Brevo

Send transactional emails in Brevo when new proposals are opened in Better Proposals

Supported triggers and actions

New Proposal

Proposal Paid

Proposal Signed

New Campaign Status

Contact Added

Contact Unsubscribed

Marketing Email Delivered

Marketing Email Opened

Transactional Email Delivered

Add or Update Contact

Delete Company

Add or Update Deal

Find Deal

Add or Update Associations

Send Transactional Email

Unsubscribe Contact

Proposal Opened

Proposal Sent

Create a Proposal

Link Clicked

Contact Subscribed to Specific List(s)

Contact Updated

Marketing Email Hard Bounced

Transactional Email Hard Bounced

Transactional Email Opened

Add or Update Company

Find Company

Delete Deal

Find Contact

Remove Associations

Test Create

API Request (Beta)

About Better Proposals

Related categories

About Brevo

Related categories