Better Proposals + easybill Integration

Connect Better Proposals to easybill - Automate your workflows in 1-click

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Ready workflows for Better Proposals + easybill Integration

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Create easybill contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your easybill 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 easybill 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 easybill.

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Create easybill task for new Better Proposals proposal

With this easybill and Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in easybill.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!

Activate

When Proposal is signed in Better Proposals > Create task in easybill

Better Proposals + easybill Integration

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Create Your Own Better Proposals & easybill Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Better Proposals & easybill

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Proposal is signed in Better Proposals
Proposal is created in Better Proposals
Proposal is sent in Better Proposals
Proposal is opened in Better Proposals
Document is completed in easybill Instant
Document is created in easybill Instant
Document is updated in easybill Instant
Document is deleted in easybill Instant
Document payment is created in easybill Instant
Document payment is deleted in easybill Instant
Invoice item is deleted in easybill Instant
Invoice item is created in easybill Instant
Invoice item is updated in easybill Instant
Contact is created in easybill Instant
Contact is updated in easybill Instant
Contact is deleted in easybill Instant
Customer is created in easybill Instant
Customer is updated in easybill Instant
Customer is deleted in easybill Instant

Create proposal in Better Proposals
Create Customer in easybill
Search Customers in easybill
Delete Customer in easybill
Create customer group in easybill
Update customer in easybill
Create document in easybill
Create invoice item group in easybill
Create invoice item in easybill
Delete document in easybill
Complete document in easybill
Cancel document in easybill
Create document payments in easybill
Delete document payments in easybill
Search document payments in easybill
Update document in easybill
Create contact in easybill
Create task in easybill
Search document in easybill
Create project in easybill
Send document in easybill

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Better Proposals & easybill In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Better Proposals & easybill with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Better Proposals or easybill With 1100+ Other Apps

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!

See Better Proposals Integrations

easybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.

See easybill Integrations