STEP 1
Connect Better Proposals and Spotio
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 Spotio Integration
Keep Better Proposals and Spotio in sync by integrating their events and actions. When sales events happen in Better Proposals, update the Spotio automatically - without any line of code in visual workflow builder.
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Learn about Better Proposals and Spotio
Detailed info you need to know about Better Proposals and Spotio 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 Spotio
Set up your Better Proposals and Spotio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Better Proposals and Spotio 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 Spotio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Better Proposals and Spotio work in WEXTL?
WEXTL exposes actions and triggers for Better Proposals and Spotio 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 triggersSpotio 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.
Spotio modules
- Add a DocumentAdds a new document to the specified location or service.
- Cancel SignaturesCancels signatures on a document or request.
- Create a Data ObjectCreates a new data object in Spotio.
- Create a TeamCreates a new team with specified details or members.
- Create a UserCreates a new user in the system.
- Create an ActivityCreates a new activity in the system.
- Create an AppointmentCreates an appointment in the specified calendar or scheduling system.
- Create Multiple ActivitiesCreates multiple activities in the system.
- Delete a Data ObjectDeletes a specified data object from the service.
- Delete a DocumentDeletes a document from a specified location or service.
- Delete a TeamDeletes a team from the service.
- Get a Data ObjectRetrieves a data object from the service.
- Get a DocumentRetrieves a document from the service.
- Get a Document URLRetrieves the URL of a specified document.
- Get a SignatureRetrieves a signature.
- Get a Signature URLRetrieves a signature URL based on the provided information.
- Get a TeamRetrieves a team from the service.
- Get a UserRetrieves a user's information from the service.
- Get ActivitiesRetrieves all activities.
- Get All Available Sign TemplatesRetrieves all available sign templates.
- Get an AppointmentRetrieves an appointment by its ID.
- Get an Appointment by ActivityRetrieves an appointment by a specified activity.
- Get Available TemplatesRetrieves all available templates for signing.
- Get Company DocumentsRetrieves all company documents.
- Get Data Object DocumentsRetrieves all data object documents.
- Get Data ObjectsRetrieves all data objects from the service.
- Get Signatures for a Data ObjectRetrieves signatures for a specified data object.
- Get TeamsRetrieves all teams from the service.
- Get UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Sign a Document Based on a TemplateSigns a document using a specified template.
- Update a Data ObjectUpdates a data object in the specified service.
- Update a DocumentUpdates a document with new information.
- Update a TeamUpdates a team's information in the service.
- Update a UserUpdates a user in the system.
- Update an ActivityUpdates an activity with new information or changes.
- Update an AppointmentUpdates an appointment with the provided details.
- Watch EventsTriggers when a new event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Better Proposals and Spotio 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 Spotio.
Connect your Better Proposals and Spotio 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 "Add a Document" in Spotio. Better Proposals has 5 triggers (including Watch New Proposals, Watch Opened Proposals, and Watch Paid Proposals); Spotio has 37 actions (including Add a Document, Cancel Signatures, and Create a Data Object). 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-Spotio 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 Spotio) 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 + Spotio 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 Spotio integration.
- Better Proposals and Spotio integration source code, module specs and credentials implementation.
- Our Better Proposals and Spotio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Better Proposals and Spotio — 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
- Spotio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library