STEP 1
Connect Better Proposals and Leexi AI
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Better Proposals and Leexi AI Integration
Keep Better Proposals and Leexi AI in sync by integrating their events and actions. When sales events happen in Better Proposals, update the Leexi AI automatically - without any line of code in visual workflow builder.
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Learn about Better Proposals and Leexi AI
Detailed info you need to know about Better Proposals and Leexi AI 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. [5]
How to connect Better Proposals to Leexi AI
Set up your Better Proposals and Leexi AI integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Better Proposals and Leexi AI 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 Better Proposals and Leexi AI. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Better Proposals and Leexi AI work in WEXTL?
WEXTL exposes actions and triggers for Better Proposals and Leexi AI 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.
Better Proposals triggersLeexi AI actions
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.
Leexi AI modules
- Create a Call or MeetingCreates a new call or meeting after uploading a meeting recording.
- Create a Meeting EventCreates a new meeting event.
- Delete a Meeting EventDeletes a meeting event.
- Get a CallRetrieves details for a specific call or meeting.
- Get a Meeting EventRetrieves a specific meeting event.
- List Meeting EventsRetrieves a list of meeting events from your account.
- List TeamsRetrieves a list of teams from your account.
- List UsersRetrieves a list of users from your account.
- Make an API CallPerforms an arbitrary authorized API call.
- Request a Presigned URLRequests a presigned URL for uploading a meeting or call.
- Search Calls and MeetingsSearches for calls and meetings by specified criteria.
- Upload a Meeting or CallUploads a meeting or call to a presigned URL.
- Watch Calls/MeetingsTriggers when a new meeting or call is created.
- Watch Calls/MeetingsTriggers when a new meeting or call has been performed.
- Watch EventsTriggers when a specified event occurs in Leexi.
- Watch Meeting EventsTriggers when a new meeting event is created.
- Watch TeamsTriggers when a new team is created.
- Watch Updated Calls/MeetingsTriggers when a meeting or call is updated.
- Watch UsersTriggers when a new user is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Better Proposals and Leexi AI integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Better Proposals and Leexi AI.
Connect your Better Proposals and Leexi AI 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 Better Proposals's "Watch New Proposals" fires, WEXTL can "Create a Call or Meeting" in Leexi AI. Better Proposals has 5 triggers (including Watch New Proposals, Watch Opened Proposals, and Watch Paid Proposals); Leexi AI has 12 actions (including Create a Call or Meeting, Create a Meeting Event, and Delete a Meeting Event). 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. Better Proposals-to-Leexi AI 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 Better Proposals (or Leexi AI) 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 Better Proposals + Leexi AI 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 Better Proposals and Leexi AI integration.
- Better Proposals and Leexi AI integration source code, module specs and credentials implementation.
- Our Better Proposals and Leexi AI integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Better Proposals and Leexi AI — 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.
- Better Proposals integration information
- Leexi AI integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library