Better Proposals + Check Cherry

Create proposals in Better Proposals for new leads added in Check Cherry

Bringing new leads to fruition is streamlined with this workflow between Check Cherry and Better Proposals. Once a fresh lead is added to your Check Cherry database, this process is initiated, immediately creating a suitable proposal in Better Proposals. Not only can this save you time, but it also ensures immediate follow-up, aiding in the conversion process. Best of all, this process is seamless in its automation, requiring no additional interaction from you.

When this happens...
New Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
TriggerInstant
automatically do this!
Create a Proposal
Creates a new proposal.
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Supported triggers and actions

Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Trigger
Instant
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New Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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Staff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
Trigger
Instant
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- Contact TypeRequired
- Signature Collected?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package IDRequired
- Custom Title
- Custom Description (HTML)
- Start DateRequired
- Start Time
- Length (Minutes)
- Length (days)
- Add On IDs
- Backdrop ID
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Send contact invitation to create account?
- Send Booking Confirmation Emails?
Action
Write

- Contact TypeRequired
- Date Reserved?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package IDRequired
- Custom Title
- Custom Description (HTML)
- Start DateRequired
- Start Time
- Length (Minutes)
- Length (days)
- Backdrop ID
- Add On IDs
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Proposal Valid Through
Action
Write
- ID
- Email
- Text Search
- Origin
- Lead Type
- Source
Action
Search

- ID
- Role
- Search Text
Action
Search
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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- Sort By
- Sort Direction
Trigger
Instant
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New Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Trigger
Instant
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New User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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- First Name
- Last Name
- Company Name
- EmailRequired
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Lead Type
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
Action
Write
- ID
- Event Status
- Past or Future
- Event Date (Start)
- Event Date (End)
- Booked At (Start)
- Booked At (End)
- Search Text
- Sort By
- Sort Direction
Action
Search
- ID
- Payment Date (Start)
- Payment Date (End)
- Event ID
Action
Search
- ID
- EmailRequired
- Text Search
- Origin
- Lead Type
- Source
- First Name
- Last Name
- Company Name
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
Action
Search or write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It
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

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 Check Cherry

Check Cherry is the all-in-one platform to manage your Photobooth, Photography Studio, Mobile DJ business and more. Includes online booking, beautiful proposals, and a customer portal.

Learn more