STEP 1
Connect Better Proposals and UpLead
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 UpLead Integration
Connect Better Proposals and UpLead to automate sales workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Better Proposals and UpLead
Detailed info you need to know about Better Proposals and UpLead 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 UpLead
Set up your Better Proposals and UpLead integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Better Proposals and UpLead 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 UpLead. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Better Proposals and UpLead work in WEXTL?
WEXTL exposes actions and triggers for Better Proposals and UpLead 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 triggersUpLead 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.
UpLead modules
- Add Contacts to a ListAdds one or more contacts to a specific Uplead list. Accepts an array of contact IDs. Available only on Professional, Elite, or Enterprise plans.
- Convert Company Name to DomainConverts a company name to its website domain and logo using the Uplead API. Returns company info and your remaining credits.
- Create a ListCreates a new list in Uplead with a given name. Returns the list ID, name, and contact count. Available only on the Professional, Elite, or Enterprise plans.
- Delete a Contact from a ListRemoves one or more contacts from a specific Uplead list. Accepts an array of contact IDs. Available only on Professional, Elite, or Enterprise plans.
- Delete a ListDeletes a list in Uplead by ID and returns null data along with the user's available credits. This module is available only on the Professional, Elite, or Enterprise plans.
- Get a ListRetrieves details of a specific list by its ID, including list name, ID, and the number of contacts. Available only on the Professional, Elite, or Enterprise Uplead plans.
- Get CreditsRetrieves the remaining Uplead credits and the associated account email.
- Get ListsRetrieves all lists available in your Uplead account, with optional filtering by list name and pagination support.
- Perform an API CallPerforms an arbitrary authorized API call.
- Preview Contacts for a CompanyPreviews contacts for a given company domain and job function, available only for resellers.
- Quick SearchSearches for contacts or companies in Uplead using the Quick Search API and returns results based on type, filters, and query text.
- Retrieve a Contact ListRetrieves contacts in a specific Uplead list. Supports optional filtering by contact name, company name, or company URL. Returns paginated results. Available only on Professional, Elite, or Enterprise plans.
- Search CompaniesLooks up company details by domain, company name, or internal ID, and returns the company profile including size, industry, location, and social links.
- Search Company LogosFetches a company logo using its domain name. Free to use, attribution required.
- Search Contacts and Company DetailsSearches for contacts and company details using filters such as domain, job function, location, and more. Returns rich contact information along with nested company data.
- Search for a PersonSearches for a person using their email address or by providing their first name, last name, and domain. Returns full details including contact information, company, location, and social links.
- Search IndustriesSearches for industries by name or lists all industries if no text is provided. Available on the Professional, Elite, and Enterprise plans only.
- Search Person and CompanyRetrieves detailed information about a person and their associated company simultaneously by providing an email address. Returns personal details and company profile in one response.
- Search ProspectorSearches for contacts and emails associated with a company, job function, title, and location using the Uplead Prospector API.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Better Proposals and UpLead 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 UpLead.
Connect your Better Proposals and UpLead 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 Contacts to a List" in UpLead. Better Proposals has 5 triggers (including Watch New Proposals, Watch Opened Proposals, and Watch Paid Proposals); UpLead has 19 actions (including Add Contacts to a List, Convert Company Name to Domain, and Create a List). 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-UpLead 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 UpLead) 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 + UpLead 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 UpLead integration.
- Better Proposals and UpLead integration source code, module specs and credentials implementation.
- Our Better Proposals and UpLead integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Better Proposals and UpLead — 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
- UpLead integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library