Integrate Better Proposals with Customer.io
Send information between Better Proposals and Customer.io automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Better Proposals and Customer.io using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proposal signed
Triggers when a proposal is signed
Proposal sent
Triggers when a proposal is sent
Proposal created
Triggers when a new proposal is created
Proposal opened
Triggers when a proposal is opened
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create event
Creates a new event
Create or update customer
Creates a new customer. Updates if the customer already exists.
Fetch newsletter metrics
Fetches metrics of the selected newsletter
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.
Similar apps
What is Customer.io?
Customer.io is a marketing automation platform that lets you send drip campaigns and segment triggered emails. You can track conversions, design templates, and perform A/B testing easily.
Similar apps
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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