Better Proposals + Hipcall Integration

Better Proposals

Better Proposals is a platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, and more.

When this happens (Triggers)

Do this (Actions)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
Better Proposals
New Proposal
Triggers when a new proposal is created.
Better Proposals
Proposal Opened

Triggers when a proposal is opened.
Better Proposals
Proposal Signed

Triggers when a proposal is signed.
Better Proposals
Proposal sent

Triggers when a proposal is sent.
Better Proposals
Create Proposal with an Existing Contact
Create a new proposal for the existing contact.
Better Proposals
Create Proposal with a New Contact
Create a proposal for the new contact.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.