Count proposals
ReadRead the total number of proposals.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
CRM · CONNECTIONBetter Proposals + NodeHub
Read proposals, templates, quotes and companies in Better Proposals, and create proposals from templates.
Explore 16 workflow actions for Better Proposals, including account permissions and operation limits.
14 read actions2 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create document type
WriteCreate a document type.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create proposal
WriteCreate a proposal from a template for a company, with one contact.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get company
ReadRead one company.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
Get proposal
ReadRead one proposal's details.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
Get quote
ReadRead one quote.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
Get settings
ReadRead account settings.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
Get template
ReadRead one template.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
List companies
ReadRead all companies.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
List currencies
ReadRead all currencies.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
List custom merge tags
ReadRead the account's custom merge tags.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
List document types
ReadRead all document types.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
List proposals
ReadRead all proposals.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
List proposals by status
ReadRead new, opened, sent, signed or paid proposals.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
List quotes
ReadRead all quotes.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
List templates
ReadRead all proposal templates.
Permissions and limits
Account permissions
- A Better Proposals API token (Premium or Enterprise plan)
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Better Proposals. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
