Better Proposals + bexio Integration

Connect Better Proposals to bexio in 1 click

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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
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
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2.

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Ready Workflows Ready Workflows   for Better Proposals + bexio Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Better Proposals + bexio Integration

Create bexio contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your bexio account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in bexio each time you created a proposal? With this integration, you can! When you create a new proposal in Better Proposals, Integrately will automatically create a new contact in bexio.
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Better Proposals + bexio Integration

Create bexio invoice from new Better Proposals proposal

If you're using Better Proposals to create your proposal, you'll be happy to know that you can also create invoice straight from bexio.

This automation will automatically generate an invoice in bexio for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.
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bexio + Better Proposals Integration

Create Better Proposals proposal for new bexio company

If your company uses bexio, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in bexio, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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bexio + Better Proposals Integration

Create Better Proposals proposal for new bexio contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within bexio? With this integration, you can!

When you create a contact in bexio, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Automations

Top 10 Most Popular Better Proposals Automations from
Integrately Community

Just click on the workflow you want to automate

Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Google Sheets logo
Create Google Sheets row for new Better Proposals proposal
Activate
Better Proposals logo
PerfexCRM logo
Create PerfexCRM contact for new Better Proposals proposal
Activate
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub deal
Activate
Better Proposals logo
Bitrix24 logo
Create Bitrix24 contact for new Better Proposals proposal
Activate
Salesflare logo
Better Proposals logo
Create Better Proposals proposal for new Salesflare opportunity
Activate
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company
Better Proposals logo
Xero logo
Create Xero sales invoice from new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub contact for new Better Proposals proposal
Activate
Better Proposals logo
CompanyHub logo
Create CompanyHub record for new Better Proposals proposal
Better Proposals logo
CompanyHub logo
Create CompanyHub deal for new Better Proposals proposal
CompanyHub logo
Better Proposals logo
Create Better Proposals proposal for new CompanyHub company

Top 10 Most Popular bexio Automations from
Integrately Community

Most popularmost-popular-automations
01
Shopify logo
bexio logo
Create bexio invoice for new Shopify order
02
Salesforce logo
bexio logo
Create bexio contact for new Salesforce record
03
Notion logo
bexio logo
Create bexio contact for new Notion database item
04
bexio logo
Google Calendar logo
Create Google Calendar event for new bexio order
05
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
cloud
bexio
app integration
06
EasyCSV logo
bexio logo
Create bexio contact for new EasyCSV data
07
Bubble logo
bexio logo
Create bexio contact for new Bubble data thing
08
PostgreSQL logo
bexio logo
Create bexio contact for new PostgreSQL row
09
MySQL logo
bexio logo
Create bexio contact for new MySQL row
10
SeaTable logo
bexio logo
Create bexio contact for new SeaTable row
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or bexio With 1400+ Other Apps

Better Proposals
Better Proposals
Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!
bexio
bexio
bexio is the perfect solution for small companies in Switzerland who need powerful accounting, invoicing, payroll, and other tools to stay organized and efficient. It lets you handle all the business needs in one place.