Integrate Better Proposals with Zoho Analytics

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

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Create a new row in the selected table in Zoho Analytics when a proposal is opened in Better Proposals

Integrate Better Proposals with Zoho Analytics using Zoho Flow. Whenever a proposal is opened in Better Proposals, Zoho Flow automatically creates a new row in the selected table in Zoho Analytics. 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 proposal is opened in Better Proposals.
  2. Zoho Flow creates a new row in the selected table in Zoho Analytics.
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Create a new row in the selected table in Zoho Analytics when a proposal is opened in Better Proposals

Better Proposals + Zoho Analytics

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Supported triggers and actions

Integrate Better Proposals and Zoho Analytics using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Proposal opened

Triggers when a proposal is opened

Proposal sent

Triggers when a proposal is sent

Proposal created

Triggers when a new proposal is created

Proposal signed

Triggers when a proposal is signed

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Create slideshow

Creates a slideshow in the specified workspace

Create row

Creates a new row in the selected table

Create user group

Creates a new user group in the specified workspace

Create user

Creates a new user in the specified organization

Share views

Shares a view with the specified users

Add group members

Adds the user to the specified group

Update row

Updates the details of an existing row

Move views to folder

Moves a view to the specified folder

Create or update row

Creates a new record or updates the details of an existing record in the selected table

Remove group members

Removes a user from the specified group

Fetch view

Fetches the details of an existing view

Fetch row

Fetches the details of an existing row

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 Analytics?

Zoho Analytics is an online reporting and business intelligence service that helps you analyze your business data and create reports and dashboards for informed decision-making. You can merge data across different sources and have full control over who can do what with your reports.

Dashboard Zoho

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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Ben Walwyn

CTO, Alps Education

Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.

Brett Stewart

Senior Project Manager, Avid Brio

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Mattias Johansson

CEO, Alebat Education

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