Integrations Document360 Better Proposals
Document360 + Better Proposals

Connect Document360 and Better Proposals to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

Better Proposals

Automatically do this!

Enable Integrations or automations with these events of Document360 and Better Proposals

Enable Integrations or automations with these events of Document360 and Better Proposals

Actions

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

Request a new Action for Document360

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Document360 and Better Proposals?

To start, connect both your Document360 and Better Proposals accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Better Proposals (or vice versa).

Can we customize how data from Document360 is recorded in Better Proposals?

Absolutely. You can customize how Document360 data is recorded in Better Proposals. This includes choosing which data fields go into which fields of Better Proposals, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Document360 and Better Proposals?

The data sync between Document360 and Better Proposals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Document360 to Better Proposals?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Document360 and Better Proposals?

Yes, you can set conditional logic to control the flow of data between Document360 and Better Proposals. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Document360

About Document360

Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.

Learn More
Better Proposals

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn More