Integrate Better Proposals with Systeme.io

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

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Supported triggers and actions

Integrate Better Proposals and Systeme.io 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

Funnel step form subscribed

Triggers when a contact subscribes via a funnel step form

Enrolled in community

Triggers when a contact is enrolled in a community

Enroll contact in a course

Triggers when a contact is enrolled in a course

Page visited

Triggers when a contact visits the selected page

Tag added to a contact

Triggers when a tag is added to an existing contact

Contact created

Triggers when a new contact is created

Tag created

Triggers when a new tag is created

All Actions - Actions are the automated tasks

Create proposal

Creates a new proposal

Create contact

Creates a new contact

Create or update contact

Creates a new contact or updates the details of an existing contact

Create an enrollment resource

Create a new enrollment resource for an existing course

Assigns tag to a contact

Assigns a tag to an existing contact

Create tag

Creates a new tag

Update contact

Updates the details of an existing contact

Update tag

Updates the details of an existing tag

Fetch tag by ID

Fetches the details of an existing tag using ID

Fetch contact by ID

Fetches the details of an existing contact using ID

Fetch enrollment resource by entrollment details

Fetches the details of an existing enrollment using enrollment details

Fetch course resources by name

Fetches the details of an existing course resource (course, module, lecture) using resource name

Fetch contact by email address

Fetches the details of an existing contact using email address

Fetch tag by name

Fetches the details of an existing tag using name

Unassigns tag from a contact

Unassigns a tag from an existing contact

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 Systeme.io?

Systeme.io is a marketing platform that helps businesses create and launch sales funnels, send marketing emails, manage affiliate marketing, build websites, and more.

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

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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

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Technical Engineer, Master Liveaboards

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