Better Proposals + Attio Integrations
Put Better Proposals + Attio to work with AI and enterprise-grade automation
Learn more about Better Proposals integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between Better Proposals and Attio
See the kind of workflows teams build with Better Proposals and Attio below — describe the exact one you want above and the Agent builds it on demand.
Better Proposals + Attio
Update contact or deal records in Attio when a proposal is sent via Better Proposals.
Turn closed deals into client invoices
When a deal is marked won in Attio, automatically create an invoice in Better Proposals so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Better Proposals, automatically update the deal stage in Attio to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Attio, automatically sync the customer record in Better Proposals to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Better Proposals and Attio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Better Proposals and Attio
Everything Better Proposals and Attio can do inside a workflow — the triggers that start one and the actions that run when it fires.
Better Proposals Explore Better Proposals →
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
TriggersTriggers when a new proposal is created.
Triggers when a proposal is opened.
Triggers when a proposal is paid.
Triggers when a proposal is sent.
Triggers when a proposal is signed.
Creates a new proposal.
Attio Explore Attio →
A fully customizable, data-driven CRM platform built for modern sales, venture capital, and relationship management workflows.
TriggersTriggers when a call recording finishes uploading in Attio. The video link expires one hour after the trigger fires.
Triggers when a record, such as a person, company or deal, is added to a list.
Triggers when a record is removed a list.
Triggers when an attribute on a list entry is updated.
Triggers when a record, such as a person, company or deal, is created.
Triggers when a record, such as a person, company or deal, is deleted.
Creates or updates a list entry by parent record. If an entry for the parent record already exists, it will be updated. Otherwise, it will be created. If multiple entries for the record exist in the list, an error will occur.
Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.
Add a record to a specified list and set values for the new entry.
Creates a new note on a given record.
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
Connects a folder from a file provider (eg. Dropbox) to a record.
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Alegra
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Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Better Proposals + Attio
Is there a pre-built Better Proposals + Attio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Better Proposals and Attio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Better Proposals or Attio connector?
No. The Agent works whether or not Better Proposals or Attio already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking Better Proposals and Attio streamline the sales-to-finance handoff?
Closing a deal in Attio can instantly create an invoice in Better Proposals, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Better Proposals update deal stages in Attio?
Yes, when a customer settles an invoice in Better Proposals, the corresponding deal stage in Attio can automatically update to reflect a completed transaction.