Integrate Amazing Marvin to Better Proposals in one click, or tell Integrately AI how you want each proposal handled. Track signed deals, create follow-up tasks, update your project boards, and keep your client pipeline moving automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Amazing Marvin + Better Proposals flow
Teams often want to sync client proposals with CRM contacts, notification channels, and client chats once a deal moves forward. Pick a combination and activate it in one click.
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HubSpot (4)
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Gmail (4)
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Slack (4)
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Google Drive (4)
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Stripe (4)
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Calendly (4)
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When a proposal is signed in Better Proposals, create an Amazing Marvin task and add a contact in HubSpot.
Signed proposals trigger a new task in Amazing Marvin and a contact record in HubSpot instantly, removing manual data entry.
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When a proposal is created in Better Proposals, create an Amazing Marvin task and log a deal in HubSpot.
New Better Proposals documents generate an Amazing Marvin task and a HubSpot deal the moment they are drafted.
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When a proposal is sent in Better Proposals, create an Amazing Marvin review task and update the deal in HubSpot.
Sent proposals spawn an Amazing Marvin review task and update HubSpot deal stages automatically.
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When a proposal is opened in Better Proposals, create an Amazing Marvin follow-up task and open a task in HubSpot.
Client engagement in Better Proposals triggers immediate follow-up actions in Amazing Marvin and HubSpot.
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When a proposal is signed in Better Proposals, create an Amazing Marvin task and send a confirmation email in Gmail.
Signed proposals trigger internal task creation in Amazing Marvin and a confirmation notice sent through Gmail.
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When a proposal is created in Better Proposals, create an Amazing Marvin task and send a draft notification in Gmail.
New proposal drafts trigger internal Amazing Marvin tasks and alert team members via Gmail messages.
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When a proposal is sent in Better Proposals, create an Amazing Marvin task and send a dispatch update in Gmail.
Outbound proposals generate Amazing Marvin reminder tasks and dispatch update emails in Gmail.
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When a proposal is opened in Better Proposals, create an Amazing Marvin task and send an alert email in Gmail.
Client proposal views trigger Amazing Marvin response tasks and notification emails in Gmail.
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When a proposal is signed in Better Proposals, create an Amazing Marvin task and notify your team on Slack.
Signed proposals instantly generate an Amazing Marvin task and post a celebratory update in Slack.
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When a proposal is created in Better Proposals, create an Amazing Marvin task and post a draft alert in Slack.
New proposal drafts trigger Amazing Marvin preparation tasks and channel notifications in Slack.
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When a proposal is sent in Better Proposals, create an Amazing Marvin task and post a dispatch notice in Slack.
Sent proposals spawn Amazing Marvin follow-up tasks and update your Slack channel.
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When a proposal is opened in Better Proposals, create an Amazing Marvin task and post a view alert in Slack.
Automatically set up project execution tasks in Amazing Marvin the moment a client signs a proposal in Better Proposals. Eliminate manual handoffs and start work instantly.
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Capture every proposal detail in your tasks
Map specific proposal fields, client names, and budget values directly into your Amazing Marvin task descriptions. Keep all essential project information organised in one place.
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Alert your team as soon as documents change
Notify team channels or specific members the second a client opens, sends, or signs a proposal. Keep everyone aligned on active client opportunities.
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Route tasks based on proposal amounts
Apply different priority levels or assign specific team members in Amazing Marvin depending on the value or tier of the signed Better Proposals document.
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Keep project boards updated continuously
Reflect changes in proposal statuses across your task management boards without lifting a finger. Maintain an accurate picture of your active pipeline.
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Add or update records without creating duplicates
Check existing task lists and project records before creating new entries. Prevent clutter and keep your workspace clean and organised.
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Handle later status changes smoothly
Trigger automated workflows when proposals are sent, opened, viewed, or signed. Manage every phase of the client lifecycle effortlessly.
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Extend your workflow to Slack or HubSpot
Connect your Amazing Marvin and Better Proposals setup with Slack, HubSpot, or Gmail to notify teams and log customer details automatically.
And much more...
Who is Amazing Marvin + Better Proposals integration for?
Teams managing client proposals and task workflows eliminate manual copying and keep project execution synchronized across departments.
Operations managers
Account executives
Agency directors
Sales operations teams
Project managers
Contract administrators
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Operations managers
You're reviewing completion metrics across project boards but your task counts only update when someone manually logs signed agreements, so the operational reports you're analyzing are always outdated — automating both apps means every signed proposal creates an Amazing Marvin task instantly and your operational data stays current.
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Account executives
You're sending client contracts through Better Proposals but your task lists only update when you type them in by hand, so follow-up actions are frequently missed or delayed — this integration means every proposal event triggers an Amazing Marvin task instantly and your sales pipeline stays responsive.
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Agency directors
You're presenting project status updates to clients while managing internal task delivery across separate systems, so project milestones frequently fall out of sync — connecting these apps means every proposal milestone creates an Amazing Marvin task automatically and your project tracking stays transparent.
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Sales operations teams
You're handling high volumes of outbound client proposals every week but manual task entry creates bottlenecks in your pipeline, so team members lose hours copying document details — automating both apps means every proposal status change creates an Amazing Marvin task instantly and administrative overhead disappears.
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Project managers
You're waiting on sales teams to hand over signed client contracts before scheduling internal project tasks, so kickoff timelines are constantly delayed — this integration means every signed proposal creates an Amazing Marvin task automatically and your project delivery starts on time.
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Contract administrators
You're maintaining historical records of client agreements and tracking follow-up duties across different tools, so missing task entries create gaps in your archives — automating both apps means every proposal action creates an Amazing Marvin task reliably and your project history remains complete.
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Amazing Marvin + Better Proposals
Build and manage your Amazing Marvin + Better Proposals automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Amazing Marvin + Better Proposals with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How do I connect Amazing Marvin to Better Proposals?
You can connect Amazing Marvin to Better Proposals in 1 click using ready-made templates on Integrately or by asking Integrately AI to build the automation. It links your tasks and proposals seamlessly alongside tools like Slack, Gmail, and Google Drive.
Can I automatically create an Amazing Marvin task when a Better Proposals proposal is signed?
Yes, you can set up a ready automation that creates an Amazing Marvin task the moment a proposal is signed in Better Proposals. This ensures your project kickoff starts immediately without manual data entry.
Can I connect Amazing Marvin, Better Proposals, and Slack?
Yes, you can combine Amazing Marvin, Better Proposals, and Slack in a single workflow. When a proposal is signed, it creates an Amazing Marvin task and posts an update to your team channel in Slack, along with 1,500+ other apps.
What is a good Zapier alternative for Amazing Marvin and Better Proposals?
Most alternatives charge higher fees for multi-step workflows, whereas Integrately offers 20 million+ ready automations, 24/5 live chat support, and 3x to 10x lower cost for connecting Amazing Marvin and Better Proposals.
How does Amazing Marvin handle tasks created from proposals?
Amazing Marvin creates new tasks instantly using data received from Better Proposals events. You can start from a ready automation to map your proposal details into task descriptions.
Can I trigger workflows based on Better Proposals status changes?
Yes, you can trigger actions when proposals are created, sent, opened, or signed in Better Proposals. Ready automations handle each specific status update out of the box.
Do I need coding skills to automate Amazing Marvin and Better Proposals?