About this integration
Online proposal software for creating, sending, tracking, and signing sales proposals. Connect it to any workflow without writing code.
You can choose from 5 triggers, 1 search module and 2 actions. The connection type is basic authentication.
How to connect
The credential form asks for API Key.
Prefer the interactive builder form? Open it on the app page.
Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.
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 |
Use it in workflow automation
Start with Watch New Proposals, then add Create a Proposal.
The canvas below runs Watch New Proposals into Create a Proposal — watch the video, then drop a node onto the canvas.
Select the Watch New Proposals trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Make an API Call as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 7 ready-made modules for sales work — each run logs its inputs and outputs for debugging.
Better Proposals workflow on the canvas: Watch New Proposals then Make an API Call
Triggers, searches and actions
Explore the fields available for each Better Proposals trigger, search, and action — 5 triggers, 1 search, and 2 actions.
Triggers
Whenever something changes in the app, one of 5 available triggers can start a run immediately.
- Watch New Proposals
- Watch Opened Proposals
- Watch Paid Proposals
- Watch Sent Proposals
- Watch Signed Proposals
Searches
1 search module let you query the app mid-run and feed the results to the next step.
- Get a Proposal
Actions
Use 2 action modules to write data back into the app from anywhere in a run.
- Create a Proposal
- Make an API Call
Explore the fields available for each Better Proposals trigger, search, and action.
Triggers
| Field | Type |
|---|---|
ID | text |
Tax Percentage | text |
Description | text |
Tax Name | text |
Date Created | date |
Brand ID | text |
Cover ID | text |
Quote ID | text |
Type ID | text |
Company Name | text |
Company CRMID | text |
One Off Total | text |
Monthly Total | text |
Quarterly Total | text |
Annual Total | text |
Currency Name | text |
Currency Symbol | text |
Currency Code | text |
CRMOpportunity ID | text |
Preview | text |
| Field | Type |
|---|---|
ID | text |
Tax Percentage | text |
Description | text |
Tax Name | text |
Date Created | date |
Brand ID | text |
Cover ID | text |
Quote ID | text |
Type ID | text |
Company Name | text |
Company CRMID | text |
One Off Total | text |
Monthly Total | text |
Quarterly Total | text |
Annual Total | text |
Currency Name | text |
Currency Symbol | text |
Currency Code | text |
CRMOpportunity ID | text |
Preview | text |
| Field | Type |
|---|---|
ID | text |
Tax Percentage | text |
Description | text |
Tax Name | text |
Date Created | date |
Brand ID | text |
Cover ID | text |
Quote ID | text |
Type ID | text |
Company Name | text |
Company CRMID | text |
One Off Total | text |
Monthly Total | text |
Quarterly Total | text |
Annual Total | text |
Currency Name | text |
Currency Symbol | text |
Currency Code | text |
CRMOpportunity ID | text |
Preview | text |
| Field | Type |
|---|---|
ID | text |
Tax Percentage | text |
Description | text |
Tax Name | text |
Date Created | date |
Brand ID | text |
Cover ID | text |
Quote ID | text |
Type ID | text |
Company Name | text |
Company CRMID | text |
One Off Total | text |
Monthly Total | text |
Quarterly Total | text |
Annual Total | text |
Currency Name | text |
Currency Symbol | text |
Currency Code | text |
CRMOpportunity ID | text |
Preview | text |
| Field | Type |
|---|---|
ID | text |
Tax Percentage | text |
Description | text |
Tax Name | text |
Date Created | date |
Brand ID | text |
Cover ID | text |
Quote ID | text |
Type ID | text |
Company Name | text |
Company CRMID | text |
One Off Total | text |
Monthly Total | text |
Quarterly Total | text |
Annual Total | text |
Currency Name | text |
Currency Symbol | text |
Currency Code | text |
CRMOpportunity ID | text |
Preview | text |
Searches
| Field | Type |
|---|---|
Proposal IDRequired | text |
| Field | Type |
|---|---|
ID | text |
Tax Percentage | text |
Description | text |
Tax Name | text |
Date Created | date |
Brand ID | text |
Cover ID | text |
Quote ID | text |
Type ID | text |
Company Name | text |
Company CRMID | text |
One Off Total | text |
Monthly Total | text |
Quarterly Total | text |
Annual Total | text |
Currency Name | text |
Currency Symbol | text |
Currency Code | text |
CRMOpportunity ID | text |
Preview | text |
Actions
| Field | Type |
|---|---|
CompanyRequired | text |
Cover | text |
Template | choice |
Document Type | choice |
Brand | text |
Currency | choice |
Tax | boolean |
Tax Label | text |
Tax Amount | number |
Contacts | array |
Merge Tags | array |
Field Key NameRequired | text |
ValueRequired | text |
| Field | Type |
|---|---|
ID | text |
Tax Percentage | text |
Description | text |
Tax Name | text |
Date Created | date |
Brand ID | text |
Cover ID | text |
Quote ID | text |
Type ID | text |
Company Name | text |
Company CRMID | text |
One Off Total | text |
Monthly Total | text |
Quarterly Total | text |
Annual Total | text |
Currency Name | text |
Currency Symbol | text |
Currency Code | text |
CRMOpportunity ID | text |
Preview | text |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |



