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Connect Better Proposals to Dext and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Better Proposals

A trigger is an event that starts your Zap and runs the workflow. For example, with Better Proposals, a trigger could be "New Proposal."
A trigger is the event that kicks off your automated workflow.

Setup an action from Dext

An action is what takes place after the automation is triggered. For example, with Dext, the action could be "Create New Client Account."
An action is the event that your automated workflow performs when triggered.

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

Connect Better Proposals and Dext 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.

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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.

Connect Better Proposals and Dext 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
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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.

  • 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
    • 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
    • Client Filter
    Trigger
    Scheduled
    Try It
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About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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Related categories
  • Proposal & Invoice Management
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About Dext
Dext makes accountants and the businesses you look after more productive and profitable through better data and insights.
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Related categories

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