Better Proposals + Asana + Moneybird Integrations

How to connect Better Proposals + Asana + Moneybird

Zapier lets you send info between Better Proposals and Asana and Moneybird automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Better Proposals + Asana + Moneybird

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Better Proposals, Asana, and Moneybird. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Scheduled
    Try It
    • 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

    Action
    Write
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It

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How Better Proposals + Asana + Moneybird Integrations Work

  1. Step 1: Authenticate Better Proposals, Asana, and Moneybird.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
better-proposals logo
better-proposals logo

About Better Proposals

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

Related categories

  • Proposal & Invoice Management
asana logo
asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn moreHelp

Related categories

  • Project Management

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moneybird logo
moneybird logo

About Moneybird

Moneybird provides cloud accounting for SME's in Holland.
Learn moreHelp

Related categories

  • Accounting