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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Create Customer" in Billit.

You’re connected!

Zapier seamlessly connects Better Proposals and Billit, 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.
Trigger
Polling
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It
- VAT Number
- Name
- Recipient First Name
- Last name
- Client IBAN
- Recipient Email Address
Action
Write
- Product Name
  Required
- ProductDescription
  Required
- Price Excl. VAT
- VAT Amount
  Required
- Groupname
- Amount Incl. VAT
  Required
- Stock Quantity
  Required
- Unit
  Required
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Write

- VAT Number
- Recipient First Name
- Last name
- Client IBAN
- Recipient Email Address
Action
Write
- Product
  Required
- Reference
  Required
- Short Description
- Amount Excl BTW
  Required
- VAT
  Required
- Unit
  Required
- Group Name
  Required
- Amount Incl BTW
  Required
- Stock Quantity
  Required
- Minimum Billed Quantity
  Required
- Buy Price Excl BTW
  Required
Action
Write

- Product Name
  Required
Action
Search

Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
Try It
- Company
  Required
- 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
- Customer Name
  Required
- Customer Street Name
  Required
- Customer address number
  Required
- Customer Box Number
- Customer Zipcode
  Required
- Customer City
  Required
- Customer Countrycode
- Client IBAN
- Customer BIC
- Customer Mobile
- Customer Phone
- Customer Fax
- Recipient Email Address
- Customer Website
- Customer Contact
- VAT Number
- Party Type
- VAT Liable
- Unit Quantity
  Required
- Unit price excl
  Required
- Short Description
- Total Excl
- Total VAT
- VAT Precentage
  Required
- Order Date
  Required
- Order Type
  Required
- Order Direction
  Required
- Paid
  Required
- Paid Date
- Currency
- Order Total Excl
- Order Total Incl
- Order Total VAT
- Expiry Date
  Required
- Invoice as Draft
  Required
- Custom Reference
- Custom Payment Reference
- Extra Unit Quantity #2
- Extra Unit Price Excl #2
- Extra Unit Description #2
- Extra VAT Percentage #2
- Extra Unit Quantity #3
- Extra Unit Price Excl #3
- Extra Unit Description #3
- Extra VAT Percentage #3
- ExtraTotalExcl #2
- Extra Total VAT #2
- ExtraTotalExcl #3
- Extra Total VAT #3
Action
Write
- Customer VAT
  Required
- Product ID
  Required
- Product Quantity
  Required
- Invoice Date
  Required
- Invoice Type
  Required
Action
Write
- Time Format
  Required
- Customer Type
- Project Name
  Required
- Customer Vat/Name
  Required
- Unit Quantity
  Required
- Product
  Required
Action
Write
- Customer Name
- VAT Number
Action
Search
- Product Name
  Required
- Product Name
  Required
- ProductDescription
  Required
- Price Excl. VAT
- VAT Amount
  Required
- Groupname
- Amount Incl. VAT
  Required
- Stock Quantity
  Required
- Unit
  Required
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Better Proposals and Billit to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Better Proposals to Billit integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About Billit

Billit is an accounting app for entrepreneurs, with the support of the accountants.

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