Use the Better Proposals connector to create and track business proposals.
Integrating your application with Better Proposals lets you use these operations in an automation. It exposes 8 actions, listed below. Add the connector from the Connections area, authenticate, then select its operations in the automation builder. Capabilities: actions.
Authentication
Before you begin, make sure you have the following information:
Connection Name: Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings.
Authentication Type: The authentication method for this connector is defined in the connection setup. Select the connector in the Connections area to see the fields it requires.
Obtaining Your API Key
Log in to your Better Proposals account.
Click your profile picture in the upper right corner and select Integrations.
Open the API tab.
Click Generate API Key to create a new key.
Copy the generated API Key and store it securely for further authentication purposes.
Actions
Action Name | Description |
|---|---|
Create proposal | Creates a proposal in Better Proposals |
Get a proposal | Gets a proposal by its ID in Better Proposals |
List new proposals | Lists new proposals in Better Proposals |
List opened proposals | Lists opened proposals in Better Proposals |
List paid proposals | Lists paid proposals in Better Proposals |
List proposals | Lists proposals in Better Proposals |
List sent proposals | Lists sent proposals in Better Proposals |
List signed proposals | Lists signed proposals in Better Proposals |