Integrate Pipefy with Better Proposals
Send information between Pipefy and Better Proposals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipefy and Better Proposals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Card expired
Triggers when a card expires in the selected pipe
New card
Triggers when a new card is created in the selected pipe
Card done
Triggers when a card is done in the selected pipe
Card moved
Triggers when a card is moved in the selected pipe
Card overdue
Triggers when a card is overdue in the selected pipe
Card late
Triggers when a card in the selected pipe exceeds maximum lead time
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 card
Creates a card in the selected pipe
Delete card
Deletes the selected card
Create proposal
Creates a new proposal
What is Pipefy?
Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.
Similar apps
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
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