Integrations Formitize Better Proposals
Formitize + Better Proposals

Connect Formitize and Better Proposals to Build Intelligent Automations

Choose a Trigger

Formitize

When this happens...

Choose an Action

Better Proposals

Automatically do this!

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 Formitize and Better Proposals?

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

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

Absolutely. You can customize how Formitize 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 Formitize and Better Proposals?

The data sync between Formitize 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 Formitize 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 Formitize and Better Proposals?

Yes, you can set conditional logic to control the flow of data between Formitize 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.

Formitize

About Formitize

Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.

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