What actions can I run in Better Proposals?

3 actions are available, including "Get a Proposal", "Create a Proposal", and "Make an API Call". Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Better Proposals Integrations

Online proposal software for creating, sending, tracking, and signing sales proposals. When Better Proposals signals intent, alert reps or start an AI-assisted follow-up.

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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.

When to use Better Proposals

Common scenarios where Better Proposals automation saves time and reduces manual work.

React to "Watch New Proposals" in Better Proposals in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Create a Proposal" as an automated action in Better Proposals so records stay consistent whenever something changes elsewhere in your stack.
Layer "Watch Paid Proposals" from Better Proposals with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Better Proposals to WEXTL®

Field	Type	Help
API KeyRequired	password	Log in to your account. Go to API key generator. Click the `Generate API Key` button. The page will display API Key/Token.

Use in workflow automation

Start from Better Proposals’s Watch New Proposals trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Make an API Call as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 8 ready-made steps for sales work, and every run records what went in and what came back.

Better Proposals workflow on the canvas: Watch New Proposals then Make an API Call

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. Use them to start workflows the moment Better Proposals events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Log in to your account. Go to API key generator. Click the Generate API Key button. The page will display API Key/Token.

Use in workflow automation

Start from Better Proposals’s Watch New Proposals trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Make an API Call as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 8 ready-made steps for sales work, and every run records what went in and what came back.

Better Proposals Integrations

When to use Better Proposals

How to connect

Use in workflow automation

Frequently asked questions

Better Proposals Integrations

When to use Better Proposals

How to connect

Connect Better Proposals to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Better Proposals to any app in workflows

Connect Better Proposals to any app in workflows

Connect Better Proposals to any app in workflows

Better Proposals Integrations

Better Proposals triggers and actions

When to use Better Proposals

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Better Proposals support?

What actions can I run in Better Proposals?

Do I need to write code to automate this?

Is the integration secure?

Better Proposals Integrations

Better Proposals triggers and actions

When to use Better Proposals

How to connect

Connect Better Proposals to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Better Proposals support?

What actions can I run in Better Proposals?

Do I need to write code to automate this?

Is the integration secure?

Connect Better Proposals to any app in workflows

Connect Better Proposals to any app in workflows

Connect Better Proposals to any app in workflows