Connect Better Proposals and Notion to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Better Proposals and Notion together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Better Proposals with Notion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Proposal" from Better Proposals.
Add your action
An action happens after the trigger—such as "Add Block to Page" in Notion.
You’re connected!
Zapier seamlessly connects Better Proposals and Notion, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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 - Data Source (required)
- Filter by Creation Time
Try ItTriggerPolling
- 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- Database
- Data Source
- Page
Try ItTriggerInstant
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Practical ways you can use Better Proposals and Notion
Track all signed proposals in Notion
Every time a proposal is signed in Better Proposals, Zapier automatically creates a new entry in Notion. This workflow eliminates the need for manual tracking, ensuring that all deals are recorded efficiently in a centralized workspace, making follow-ups and compliance easier.
Business OwnerLog new proposals into a Notion database
When a new proposal is created in Better Proposals, Zapier updates your Notion database with the proposal details. This automation ensures the marketing team stays updated on the lead status and can quickly adapt campaigns, reducing the time spent on manual updates.
Marketing & Marketing OpsSync paid proposals to Notion database
When a proposal is paid in Better Proposals, Zapier logs it as a new item in your Notion database. This automation enables a seamless overview of completed deals, helping the team monitor revenue generation and reducing potential reconciliation errors.
Sales Ops
