Integrate Better Proposals with Heartbeat

Send information between Better Proposals and Heartbeat automatically, without writing any code, using Zoho Flow.

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Connect Better Proposals and Heartbeat with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Better Proposals and Heartbeat 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

Send a direct message

Triggers when a new message is sent from a user

Thread created

Triggers when a new thread is created

Course completed

Triggers when a new course is completed

User updated

Triggers when the details of an existing user are updated

User joins a group

Triggers when a new user joins a group

Event created

Triggers when a new event is created

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Create voice channel

Creates a new voice channel

Create thread

Creates a new thread

Add user to group

Adds a new member to the group

Create comment

Creates a new comment

Send a direct message

Sends a direct new message

Create group

Creates a new group

Reactivate user

Reactivates a user on heartbeat

Create category

Creates a new category

Create channel

Creates a new channel

Create user

Creates a new user

Create event

Creates a new event

Update user

Updates the details of an existing user

Create invitation link within a heartbeat community

Creates a new invitation link within a heartbeat community

Add user to an existing invitation link

Adds the user to an existing invitation link

Update voice channel

Updates the details of an existing voice channel

Update category

Updates the details of an existing category

Update group

Updates the details of an existing group

Update channel

Updates the details of an existing channel

Search user

Searches the details of an existing user using Email address

Fetch group

Fetches the details of an existing group using ID

Fetch user

Fetches the details of an existing user using ID

Fetch thread

Fetches the details of an existing thread using ID

Fetch event

Fetches the details of an existing event using ID

Remove user from group

Removes an user from a group

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

What is Heartbeat?

Heartbeat is a connectivity platform for community businesses that lets users host conversations, events, contests, and much more.

Build comprehensive workflows using

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

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Owain ap Rees

Sales Director, Artico

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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