Better Proposals + Podio

Generate Better Proposals when updated items are detected in Podio

Streamline your tasks with this efficient workflow. Whenever an item in Podio is updated, it promptly spawns a fresh proposal in Better Proposals. This process helps you concentrate on more pressing matters, thereby improving operational efficiency and productivity. Perfect for businesses looking for a seamless solution to keep up with updates and proposals.

When this happens...
Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
TriggerPolling
automatically do this!
Create a Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- WorkspaceRequired
Trigger
Polling
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Polling
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New Organization
Triggers when you add a new organization.
Trigger
Polling
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- Organization
- Workspace
- Application
Trigger
Polling
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Trigger
Polling
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
- Search Field ValueRequired
Action
Search
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

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
- Include Image Attachments
Trigger
Instant
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Polling
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- OrganizationRequired
Trigger
Polling
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- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
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- Attach ToRequired
- FileRequired
- Silent
Action
Write
- OrganizationRequired
- WorkspaceRequired
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
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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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 Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Learn more

Related categories

Project Management

Better Proposals + Podio

Generate Better Proposals when updated items are detected in Podio

Supported triggers and actions

New Application

New Item

New Organization

New Activity

New View

Create Item

Create Task

Find Item

Proposal Opened

Proposal Sent

Create a Proposal

New Action

Item Updated

New Workspace

New Task

Attach File

Create Status

Update Item

New Proposal

Proposal Paid

Proposal Signed

About Better Proposals

Related categories

About Podio

Related categories

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