STEP 1
Connect Avoma and Better Proposals
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Avoma and Better Proposals Integration
Build sales workflows between Avoma and Better Proposals on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Avoma and Better Proposals
Detailed info you need to know about Avoma and Better Proposals integrations in WEXTL. Explore which modules apps support and how you connect them.
Better Proposals
Online proposal software for creating, sending, tracking, and signing sales proposals. [6]
How to connect Avoma to Better Proposals
Set up your Avoma and Better Proposals integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Avoma and Better Proposals nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Avoma and Better Proposals. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Avoma and Better Proposals work in WEXTL?
WEXTL exposes actions and triggers for Avoma and Better Proposals that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Avoma triggersBetter Proposals actions
Avoma modules
- Create a CallCreates a Call.
- Drop a MeetingDrops a meeting with given uuid. Bot must be in the meeting in order to drop meeting.
- Get a CallRetrieves a single call by id.
- Get a MeetingRetrieves details for a specific meeting.
- Get a Meeting InsightsRetrieves insights for a specific meeting.
- Get a Meeting RecordingReturns a video and audio recording for a given meeting uuid.
- Get a RecordingRetrieves details for a Recording.
- Get a TranscriptionRetrieves a single transcription by uuid.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CallsSearches for calls matching the given criteria.
- Search MeetingsSearches for meetings by specified criteria.
- Search NotesSearches for notes within organization or for a specified meeting.
- Search TranscriptionsSearches for transcriptions matching the given criteria.
- Watch MeetingsTriggers when a meeting is created.
- Watch NotesTriggers when a note is created or updated.
Better Proposals modules
- Create a ProposalCreates a new proposal using specified parameters.
- Get a ProposalRetrieves a single proposal by id.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch New ProposalsTriggers when new proposals change or are created.
- Watch Opened ProposalsTriggers when opened proposals change or are created.
- Watch Paid ProposalsWatches for proposals that had payments on them.
- Watch Sent ProposalsWatches for proposals that were sent.
- Watch Signed ProposalsWatches for proposals that were signed.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Avoma and Better Proposals integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Avoma and Better Proposals.
Connect your Avoma and Better Proposals accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Avoma's "Watch Meetings" fires, WEXTL can "Create a Proposal" in Better Proposals. Avoma has 2 triggers (including Watch Meetings and Watch Notes); Better Proposals has 3 actions (including Create a Proposal, Get a Proposal, and Make an API Call). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Avoma-to-Better Proposals automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Avoma (or Better Proposals) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Avoma + Better Proposals automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Avoma and Better Proposals integration.
- Avoma and Better Proposals integration source code, module specs and credentials implementation.
- Our Avoma and Better Proposals integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Avoma and Better Proposals — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Avoma integration information
- Better Proposals integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library