Integrate 17hats with Better Proposals to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate 17hats with Better Proposals - no code necessary. See how you can get setup in minutes.

Select a trigger from 17hats

A trigger is an event that starts your Zap and runs the workflow. For example, with 17hats, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Better Proposals

An action is what takes place after the automation is triggered. For example, with Better Proposals, the action could be "Create a Proposal."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected 17hats to Better Proposals

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Triggers and actions are the main components of every automated workflow.

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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

Set up your first integration

Quickly connect 17hats to Better Proposals with a Zapier template.

Our most popular template

Create proposals in Better Proposals from updated contacts in 17hats
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17hats + Better Proposals

Create proposals in Better Proposals from updated contacts in 17hats

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17hats + Better Proposals

Make work flow with AI

Level up your 17hats 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

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Connect 17hats 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect 17hats and Better Proposals to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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 Contact
Triggers when a new contact is created.
Trigger
Instant
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- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
Action
Search
New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
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Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
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- Contact
  Required
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Search or write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Scheduled
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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