Integrate Better Proposals with 900+ apps

Create business workflows for Better Proposals without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Better Proposals workflows

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Create tasks in Roll when proposals are signed in Better Proposals


While working on multiple projects, it's easy to forget to create a new project for newly onboarded customers. This flow will automatically create a new task in Roll when a proposal is signed in Better Proposals.

How it works

1) A proposal is signed in Better Proposals.
2) Zoho Flow will create a new task in Roll.
Use this flow
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Create tasks in Roll when proposals are signed in Better Proposals

Better Proposals + Roll

Build your own Better Proposals integrations

Connect Better Proposals with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Better Proposals workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Proposal opened

Triggers when a proposal is opened

Proposal signed

Triggers when a proposal is signed

Proposal created

Triggers when a new proposal is created

Proposal sent

Triggers when a proposal is sent

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

What is Better Proposals?

Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.

Proposals & Invoices

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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