STEP 1
Select Better Proposals in workflow
Pick Better Proposals app in the workflow builder [4] - just one click to select the app.
Better Proposals Integration
Online proposal software for creating, sending, tracking, and signing sales proposals. Connect Better Proposals sales events to workflows that help reps respond quickly and keep records current. Start with Watch New Proposals, then trigger Get a Proposal or Create a Proposal when prospects move forward.
Free 3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Better Proposals integration
Triggers can detect changes in Better Proposals and run actions that can create, search or modify data inside Better Proposals automatically [3] — exactly how you set them.
- 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.
- Get a ProposalRetrieves a single proposal by id.
- Create a ProposalCreates a new proposal using specified parameters.
- Make an API CallPerforms an arbitrary authorized API call.
How to integrate Better Proposals in automation workflow?
3 simple steps to make your Better Proposals connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Better Proposals
When prompted, authorize access to Better Proposals in WEXTL once. Better Proposals credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Better Proposals account. Approve?
STEP 3
Build a workflow
Build your workflow with Better Proposals yourself or with WEXTL® AI Builder. Connect Better Proposals to any available integrations [5], or use HTTP node to go beyond them.
Better Proposals
How Better Proposals connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Better Proposals app is called in workflows. That allows your sales automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Better Proposals supports.
The following table illustrates what fields Better Proposals integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Better Proposals is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Log in to your account. Go to API key generator. Click the |
Connect Better Proposals to popular apps on WEXTL
Enter a name of the other app you want to sync with Better Proposals below. Click on selected app to explore integration options with Better Proposals. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Better Proposals integration
Select Watch New Proposals trigger from Better Proposals - this will be a starting point in your automation. Whenever event happens in Better Proposals, workflow will start [7] from Watch New Proposals node.
Search for Make an API Call, connect it as the next step of integration sequence. You can use filters between Watch New Proposals and Make an API Call, so only important data pass from Watch New Proposals to the next step. WEXTL gives you full control over the process of Better Proposals automation. All parts of workflow are visible on the canvas [4].
Better Proposals on WEXTL has 8 modules for combining sales automations. Explore Better Proposals documentation for more.
Video slide demonstrates how Watch New Proposals and Make an API Call [6] nodes are used in Better Proposals workflow.
Frequently asked questions
Common questions about automating Better Proposals in your workflows.
Better Proposals has 5 triggers, including "Watch New Proposals", "Watch Opened Proposals", and "Watch Paid Proposals", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 3 actions, including "Get a Proposal", "Create a Proposal", and "Make an API Call". Refer to our Better Proposals Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Better Proposals integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Better Proposals official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Better Proposals provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Better Proposals or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Better Proposals inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Better Proposals modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Better Proposals integration.
- Better Proposals integration source code, module specs and credentials implementation.
- Internal Better Proposals integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Better Proposals vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Better Proposals App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation