Better Proposals + Salesflare

Add new Salesflare opportunities to Better Proposals as proposals

When a prospect asks for a proposal, you have to get the information over to them as quickly as possible to strike while the iron is hot. This Zapier automation does most of the hard work for you by automatically creating a proposal in Better Proposals when a new opportunity is created in Salesflare. This is a massive time-saver: all you need to do is double check the details, finish the specifics, and hit send.

When this happens...
New Opportunity
Triggers when a new opportunity has arrived.
TriggerScheduled
automatically do this!
Create a Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

- Tag
Trigger
Scheduled
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Scheduled
Try It
- WorkflowRequired
- Event
Trigger
Scheduled
Try It
- AccountRequired
- ContactRequired
Action
Write
- Name
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write

- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- AccountRequired
- BodyRequired
- Note Date
Action
Write

- DescriptionRequired
- Account
- Reminder Date
- Assignees
Action
Write
- AccountRequired
- Name
- Website
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- OpportunityRequired
- Name
- Account
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Id
- Name
- Email
- Phone Number
- Account
- Tag
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Domain
- Tag
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Search or write
New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
Try It

- Tag
- Type
Trigger
Scheduled
Try It
- Account
- Type
Trigger
Scheduled
Try It
- WorkflowRequired
- Step NumberRequired
- EventRequired
Trigger
Scheduled
Try It
- AccountRequired
- UserRequired
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Name
- Link to Existing or New Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- WorkflowRequired
- ContactRequired
- Met Goal?Required
Action
Write
- ContactRequired
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Id
- Name
- Domain
- Tag
Action
Search
- Id
- Name
- Account
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow NameRequired
Action
Search
- Id
- Name
- Email
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Search or write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
Try It
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

About Better Proposals

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

Learn more Help

Related categories

Proposal & Invoice Management

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Better Proposals + Salesflare

Add new Salesflare opportunities to Better Proposals as proposals

New Account

Tag

New Opportunity

Owner

Assignee

Stage

Tag

Min Value

Max Value

New Workflow Event

Event

Add Contact to Account

Create Account

Name

Update if Account Already Exists

Website

Contact Name

Contact Email

Description

Email

Tag

Phone Number

Street

Zip

City

State/Region

Country

Size

Picture

Social Profile

Custom Fields

Create Contact

Name

Email

First Name

Last Name

Tag

Picture

Birthdate

Phone Number

Mobile Phone Number

Home Phone Number

Fax Number

Street

Zip

City

State/Region

Country

Social Profile

Position Role

Position Organisation

Custom Fields

Create Internal Note

Note Date

Create Task

Account

Reminder Date

Assignees

Update Account

Name

Website

Description

Email

Tag

Phone Number

Street

Zip

City

State/Region

Country

Size

Picture

Social Profile

Custom Fields

Update Opportunity

Name

Account

Stage