Better Proposals + Productive.io
Create new projects in Productive.io when proposals are signed in Better Proposals
This workflow streamlines your project management process by turning signed proposals from Better Proposals into new projects in Productive.io. As soon as a proposal gets signed within Better Proposals, a project is created in Productive.io, saving you the manual effort and ensuring all projects are up-to-date. This automation is crucial for teams desiring a more efficient pipeline, enabling them to start work on projects immediately after a proposal is signed.
This workflow streamlines your project management process by turning signed proposals from Better Proposals into new projects in Productive.io. As soon as a proposal gets signed within Better Proposals, a project is created in Productive.io, saving you the manual effort and ensuring all projects are up-to-date. This automation is crucial for teams desiring a more efficient pipeline, enabling them to start work on projects immediately after a proposal is signed.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Project
Create new project.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItBooking Deleted
Triggers when Booking is deleted.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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
Booking Update
Triggers when Booking is updated.
Try It