Integrate Better Proposals with Ziflow

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

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Supported triggers and actions

Integrate Better Proposals and Ziflow 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

Proof created

Triggers when a new proof is created

Review completed

Triggers when a proof review is completed

Proof updated

Triggers when the details of an existing proof are updated

Comment added or updated

Triggers when a new comment is added or when an existing comment is updated

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Create folder

Creates a new folder

Complete review or make decision

Makes a decision or marks the specified review as complete based on the reviewer's proof role

Create proof

Creates a new proof

Add reviewer

Adds a reviewer to the specified stage on the proof

Create guest

Creates a new guest

Create comment

Creates a new comment in the specified proof

Update proof

Updates the details of an existing proof

Like comment

Likes a comment in the specified proof

Update user

Updates the details of an existing user

Update guest

Updates the details of an existing guest

Update folder

Updates the details of an existing folder

Update reviewer

Updates the details of an existing reviewer

Fetch proof

Fetches the details of an existing proof using its ID

Fetch reviewer

Fetches the details of an existing reviewer using ID or email address

Fetch guest or user

Fetches the details of an existing contact (guest or user) using their email address or ID

Fetch user

Fetches the details of an existing user using their email address or ID

Fetch comment

Fetches a comment in an existing proof using its 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 Ziflow?

Ziflow is a creative collaboration and online proofing solution that lets you create approval workflows and review all your creative content from a single platform.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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