Integrate Better Proposals with Zoho Cliq

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

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Post a message in a channel in Zoho Cliq when a new proposal is created in Better Proposals

Integrate Better Proposals with Zoho Cliq using Zoho Flow. Whenever a new proposal is created in Better Proposals, Zoho Flow automatically posts a message in a channel in Zoho Cliq. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new proposal is created in Better Proposals.
  2. Zoho Flow posts a message in a channel in Zoho Cliq.
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Post a message in a channel in Zoho Cliq when a new proposal is created in Better Proposals

Better Proposals + Zoho Cliq

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Supported triggers and actions

Integrate Better Proposals and Zoho Cliq 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

New channel added

Triggers when a new channel is created in your organization

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Add channel member

Adds a new channel member

Add user status

Adds the specified status to an existing user

Pin message

Pin an existing message in a conversation using message ID

Message to bot

Sends a message to the selected bot

Invite user

Sends an invitation email to the specified email address

Message as bot to user

Posts a message as a bot to the specified user

Post card to channel

Posts a card to the specified channel

Message as bot on channel

Message as a bot on the specified channel

Add bot in a channel

Adds a bot to the selected channel

Message in channel

Posts a message in a channel

Delete channel

Deletes the selected channel

Create thread

Creates a new thread using message ID

Create channel

Creates a new channel

Message user

Sends a message to the specified user

Post card to chat

Posts a card to the specified chat

Message as bot

Posts message as the specified bot in the selected chat or channel

Update channel member role

Updates the role of a channel member

Unarchive channel

Unarchives the selected channel

Update user

Updates the details of an existing user

Archive channel

Archives the selected channel

Update channel

Updates the details of an existing channel

Fetch team

Fetches the details of an existing team by name

Fetch user by search term

Fetches an existing user by name or email address

Fetch channel

Fetches the details of an existing channel by name

Fetch user by email or ZUID

Fetches an existing user by email or ZUID

Remove channel member

Removes the specified member from the selected channel

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 Zoho Cliq?

Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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