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Connect Better Proposals to Dubsado 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 Dubsado

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

That’s it! You just connected Better Proposals to Dubsado

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

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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
  • Dubsado triggers, actions, and search
    New Project as Job

    Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.

    Trigger
    Instant
    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
dubsado logo
dubsado logo
About Dubsado
​Dubsado is a business management suite for the creative industry professionals. Sign contracts, manage tasks, and get paid.
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Related categories
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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