Better Proposals + Pipedrive

Create notes in Pipedrive for new paid proposals in Better Proposals

Easily keep track of paid proposals in your CRM with this workflow. When a proposal is paid in Better Proposals, it will create a new note in Pipedrive. This automation helps you maintain a centralized record of payments, streamlining your sales processes and boosting efficiency.

Easily keep track of paid proposals in your CRM with this workflow. When a proposal is paid in Better Proposals, it will create a new note in Pipedrive. This automation helps you maintain a centralized record of payments, streamlining your sales processes and boosting efficiency.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Paid

    Triggers when a proposal is paid.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

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

    New Proposal

    Triggers when a new proposal is created.

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

    Proposal Paid

    Triggers when a proposal is paid.

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

    Proposal Signed

    Triggers when a proposal is signed.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • 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
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
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
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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