Save yourself the work of writing custom integrations for Better Proposals and Freshworks CRM and use n8n instead. Build adaptable and scalable Productivity, workflows that work with your technology stack. All within a building experience you will love.
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Create custom Better Proposals and Freshworks CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
List proposals
Retrieve a list of all proposals.
Get new proposals
Retrieve a list of new proposals.
Get opened proposals
Retrieve a list of opened proposals.
Get sent proposals
Retrieve a list of proposals that have been sent.
Get paid proposals
Retrieve a list of paid proposals with optional pagination and filtering.
Get proposal details
Retrieve the details of a specific proposal using its ID.
Get total proposals
Retrieves the total count of proposals.
Create proposal
Creates a new proposal in the system.
Get signed proposals
Retrieve a list of signed proposals with pagination and optional filtering by type.
Create proposal
Creates a new proposal with specified details.
Create proposal cover
Creates a new cover for a proposal.
List templates
Retrieve a list of all templates with pagination support.
Get template details
Retrieve detailed information about a specific template using its ID.
List document types
Retrieve a list of all document types with pagination support.
Create document type
Creates a new document type.
Get all quotes
Retrieves a list of all quotes.
Get quote details
Retrieves details of a specific quote by ID.
To set up Better Proposals integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Better Proposals to query the data you need using the API endpoint URLs you provide.
See the example hereThese API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Better Proposals official documentation to get a full list of all API endpoints and verify the scraped ones!
Create
Create an account
Delete
Delete an account
Get
Retrieve an account
Get Many
Retrieve many accounts
Update
Update an account
Create
Create an appointment
Delete
Delete an appointment
Get
Retrieve an appointment
Get Many
Retrieve many appointments
Update
Update an appointment
Create
Create a contact
Delete
Delete a contact
Get
Retrieve a contact
Get Many
Retrieve many contacts
Update
Update a contact
Create
Create a deal
Delete
Delete a deal
Get
Retrieve a deal
Get Many
Retrieve many deals
Update
Update a deal
Create
Create a note
Delete
Delete a note
Update
Update a note
Get
Retrieve a sales activity
Get Many
Retrieve many sales activities
Query
Search for records by entering search queries of your choice
Lookup
Search for the name or email address of records
Create
Create a task
Delete
Delete a task
Get
Retrieve a task
Get Many
Retrieve many tasks
Update
Update a task
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