Create integrations between Invoice2go and Better Proposals to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- First name
- Last nameRequired
- Middle name(s)
- Company name
- Country
- State
- County
- City
- District
- Street
- House Number
- Postal Code
- Longitude
- Latitude
- Email
- Phone
- Mobile
- Website
- Terms
- Notes
- Tax Number
- New Proposal
Triggers when a new proposal is created.
Try It - Proposal Paid
Triggers when a proposal is paid.
Try It - Proposal Signed
Triggers when a proposal is signed.
Try It
- Name
- Code
- Description
- Rate
- Taxable
- Cost
- Type
- Proposal Opened
Triggers when a proposal is opened.
Try It - Proposal Sent
Triggers when a proposal is sent.
Try It - CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
Related categories
Related categories