Integrate Better Proposals with Spoki

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

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Supported triggers and actions

Integrate Better Proposals and Spoki 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

Contact added to the list

Triggers when a contact is added to an existing list

Contact field created or updated

Triggers when a new contact field is created or the details of an existing contact field is updated

Contact removed from the list

Triggers when a contact is removed from an existing list

Message sent

Triggers when a message is sent

Contact updated

Triggers when the details of an existing contact is updated

Note added to a message

Triggers when a note is added to a message

Tag added to a contact

Triggers when a tag is added to an existing contact

Tag removed from a contact

Triggers when a tag is removed from an existing contact

Contact created

Triggers when a new contact is created

Chat has unread messages

Triggers when a chat has unread messages

Message received

Triggers when a message is received

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Fetch contact using search value

Fetches the details of an existing contact using search value

Fetch automation by search value

Fetches the details of an existing automation using search value

Create campaign

Creates a new campaign

Send template with dynamic header media

Sends a template with a dynamic header media

Create ticket

Creates a new ticket

Create or update contact

Creates a new contact or updates the details of an existing contact

Start automation

Starts automation for the specified contact

Remove operator from contact

Removes an operator from an existing contact

Create list

Creates a new list

Send template

Sends a template

Send message

Sends a message

Add operator to contact

Adds an operator to an existing contact

Fetch template by ID

Fetches the details of an existing template using ID

Fetch template by search value

Fetches the details of an existing template using search value

Fetch ticket by ID

Fetches the details of an existing ticket using ID

Fetch campaign by ID

Fetches the details of an existing campaign using ID

Fetch list by name

Fetches the details of an existing list using search name

Fetch list by ID

Fetches the details of an existing list using ID

Fetch contact by ID

Fetches the details of an existing contact using ID

Fetch automation by ID

Fetches the details of an existing automation using ID

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 Spoki?

Spoki is a WhatsApp marketing platform that allows businesses to manage support, sales, payment-related, and more such communications on WhatsApp.

Social Media Marketing

Build comprehensive workflows using

Webhook triggers

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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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