Connect CSG Forte Payments and Better Proposals to unlock the power of automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate CSG Forte Payments with Better Proposals - no code necessary. See how you can get setup in minutes.

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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 Credit" from CSG Forte Payments.

Add your action

An action happens after the trigger—such as "Create a Proposal" in Better Proposals.

You’re connected!

Zapier seamlessly connects CSG Forte Payments and Better Proposals, 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 Credit
Triggers when a new credit transaction has been created.
Trigger
Instant
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New Sale
Triggers when a new sale transaction has been created.
Trigger
Instant
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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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New Customer
Triggers when a new customer has been created.
Trigger
Instant
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New Schedule
Triggers when a new schedule transaction has been created.
Trigger
Instant
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Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
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- 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

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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 CSG Forte Payments and Better Proposals 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 CSG Forte Payments to Better Proposals integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About CSG Forte Payments

CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.

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Related categories

Payment Processing

About Better Proposals

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

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