Better Proposals + Autotask Integrations
Put Better Proposals + Autotask 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 Autotask
See the kind of workflows teams build with Better Proposals and Autotask below — describe the exact one you want above and the Agent builds it on demand.
Better Proposals + Autotask
When a proposal is signed in Better Proposals, sync the opportunity to Autotask.
Turn closed deals into client invoices
When a deal is marked won in Autotask, 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 Autotask to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Autotask, 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 Autotask?
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 Autotask
Everything Better Proposals and Autotask 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.
Autotask Explore Autotask →
An IT business management platform that combines professional services automation, ticketing, resource scheduling, and customer management.
TriggersTriggers when a new company is found.
Trigger when a new "To Do" event is added to a company.
Triggers when a new configuration item is found.
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
Triggers when a new invoice is found.
Triggers when a new ticket is found.
Creates a company.
Creates a new Company To-Do.
Creates a contact.
Creates a ticket.
Creates a ticket note.
Creates a new expense report.
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Aliaddo
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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.
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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.
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AccuLynx
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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 + Autotask
Is there a pre-built Better Proposals + Autotask automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Better Proposals and Autotask's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Better Proposals or Autotask connector?
No. The Agent works whether or not Better Proposals or Autotask 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 Autotask streamline the sales-to-finance handoff?
Closing a deal in Autotask 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 Autotask?
Yes, when a customer settles an invoice in Better Proposals, the corresponding deal stage in Autotask can automatically update to reflect a completed transaction.