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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- AccountRequired
- Zap_id
- Parent_zap_directions
- Zap_path_run_id
ActionWrite
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