Better Proposals + Ontraport
Create or update Ontraport contacts when new proposals are signed in Better Proposals
Streamline your client management process with this workflow. Upon the endorsement of a proposal in Better Proposals, corresponding client contact information in Ontraport is seamlessly updated or created. This boosts efficiency and ensures accuracy in managing your client communication, enabling you to focus on delivering high-value services.
Streamline your client management process with this workflow. Upon the endorsement of a proposal in Better Proposals, corresponding client contact information in Ontraport is seamlessly updated or created. This boosts efficiency and ensures accuracy in managing your client communication, enabling you to focus on delivering high-value services.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
- Free forever for core features
- 14 day trial for premium features & apps
New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNew Contact
Triggers when a new contact is added to Ontraport.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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
FormRequired
Try It
