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How Zapier works
Zapier makes it easy to integrate Better Proposals with Sub-Zap by Zapier - 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 "Call a Sub-Zap" in Sub-Zap by Zapier.
You’re connected!
Zapier seamlessly connects Better Proposals and Sub-Zap by Zapier, 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 - Input / Argument List
 - Zap_id
 
Try ItTriggerInstant
- 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- Select Your AccountRequired
 - Select Your Sub-ZapRequired
 - Parent_zap_directions
 - Zap_path_run_id
 
ActionWrite
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