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 created

Triggers when a new proposal is created

Proposal sent

Triggers when a proposal is sent

Proposal signed

Triggers when a proposal is signed

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Create user group

Creates a new user group in the specified workspace

Create slideshow

Creates a slideshow in the specified workspace

Share views

Shares a view with the specified users

Create row

Creates a new row in the selected table

Add group members

Adds the user to the specified group

Create user

Creates a new user in the specified organization

Remove group members

Removes a user from the specified group

Move views to folder

Moves a view to the specified folder

Update row

Updates the details of an existing row

Create or update row

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

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

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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

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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