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Popular Better Proposals workflows

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Create tasks in Roll when proposals are signed in Better Proposals


While working on multiple projects, it's easy to forget to create a new project for newly onboarded customers. This flow will automatically create a new task in Roll when a proposal is signed in Better Proposals.

How it works

1) A proposal is signed in Better Proposals.
2) Zoho Flow will create a new task in Roll.
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Create tasks in Roll when proposals are signed in Better Proposals

Better Proposals + Roll

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Proposal opened

Triggers when a proposal is opened

Proposal signed

Triggers when a proposal is signed

Proposal created

Triggers when a new proposal is created

Proposal sent

Triggers when a proposal is sent

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Create one yourself

What is Better Proposals?

Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.

Proposals & Invoices

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