Better Proposals + PlatoForms Integration

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Better Proposals + PlatoForms Integration
1.
  • Better Proposals
    Proposal is signed in Better Proposals

    Initiates the automation process whenever a proposal document is signed

  • Better Proposals
    Proposal is created in Better Proposals

    Triggers the automation whenever a new proposal is created

  • Better Proposals
    Proposal is sent in Better Proposals

    Triggers the automation whenever a proposal is sent

  • Better Proposals
    Proposal is opened in Better Proposals

    Triggers the automation whenever a proposal is opened

  • PlatoForms
    New submission in PlatoForms

    Triggers the automation whenever a new submission is received

    Instant
2.
  • Better Proposals
    Create proposal in Better Proposals

    Automatically generates a new proposal

  • PlatoForms
    Submit form in PlatoForms

    Automatically submits a form

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