Amazing Marvin + Better Proposals Integration

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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
Arrow Right
2.
  • Amazing Marvin
    Create task in Amazing Marvin
  • Better Proposals
    Create proposal in Better Proposals

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Ready Workflows Ready Workflows for Amazing Marvin + Better Proposals Integration

Create tasks from signed proposals, organise follow-up items, schedule reviews, and keep project workflows updated, all in just one click.

Most popular automationmost-popular-automations
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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.

Amazing Marvin
Better Proposals
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HubSpotHubSpot (4)
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GmailGmail (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
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StripeStripe (4)
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CalendlyCalendly (4)
B
A
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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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A
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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.
B
A
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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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A
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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.

Supported triggers and actions for Amazing Marvin and Better Proposals

Mix and match to build the exact automation you need

Amazing Marvin
Amazing Marvin Triggers & Actions
No trigger is available
Create task in Amazing Marvin
Creates a new task
Try it →
Better Proposals
Better Proposals Triggers & Actions
Proposal is signed in Better Proposals
Triggers the automation when a proposal document is signed
Try it →
Proposal is created in Better Proposals
Triggers the automation when a new proposal is created
Try it →
Proposal is sent in Better Proposals
Triggers the automation when a proposal is sent
Try it →
Proposal is opened in Better Proposals
Triggers the automation when a proposal is opened
Try it →
Create proposal in Better Proposals
Generates a new proposal
Try it →

What can you automate with Amazing Marvin + Better Proposals?

Streamline your proposal management and task tracking with ready-made workflows designed for efficiency.

What you can automate?
🎯
Create Amazing Marvin tasks from signed proposals
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.
📋
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.
🔔
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.
🔀
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.
🔄
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.
🔍
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.
⏱️
Handle later status changes smoothly
Trigger automated workflows when proposals are sent, opened, viewed, or signed. Manage every phase of the client lifecycle effortlessly.
🔌
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
Operations managers
Account executives
Account executives
Agency directors
Agency directors
Sales operations teams
Sales operations teams
Project managers
Project managers
Contract administrators
Contract administrators
📈
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.
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.
🤝
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.
📊
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.
🎯
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.
🗂️
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

Ready Workflows Did you know?

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
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
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
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
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
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
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 Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Amazing Marvin to Better Proposals?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Amazing Marvin, Better Proposals, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Amazing Marvin and Better Proposals?
Frequently Asked Questions
How does Amazing Marvin handle tasks created from proposals?
Frequently Asked Questions
Can I trigger workflows based on Better Proposals status changes?
Frequently Asked Questions
Do I need coding skills to automate Amazing Marvin and Better Proposals?
Frequently Asked Questions
Is the Amazing Marvin and Better Proposals integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Amazing Marvin or Better Proposals With 1500+ Other Apps

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Better Proposals
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Sync Better Proposals with CRM, email marketing, and payment platforms to accelerate your client onboarding.