Connect webCRM and Better Proposals to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
Choose an Action
Automatically do this!
- Request a new Action for Better Proposals
Enable Integrations or automations with these events of webCRM and Better Proposals
Enable Integrations or automations with these events of webCRM and Better Proposals
Triggers
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Actions
Create Activity
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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Frequently Asked Questions
To start, connect both your webCRM and Better Proposals accounts to viaSocket. Once connected, you can set up a workflow where an event in webCRM triggers actions in Better Proposals (or vice versa).
Absolutely. You can customize how webCRM 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.
The data sync between webCRM and Better Proposals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between webCRM 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.
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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