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Automate tasks across Better Proposals with Insightly

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Better Proposals and Insightly talk.
Here are some common ways to automate work between them.

Send a Insightly notification when Better Proposals receives a high-priority item.Try now
Create a Insightly follow-up from new qualified activity in Better Proposals.Try now
Copy new customer details from Better Proposals into Insightly.Try now
Update the matching Insightly item when a Better Proposals status changes.Try now
Start a review in Insightly when Better Proposals flags an exception.Try now
Summarize new Better Proposals activity and save it in Insightly.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Better Proposals and Insightly work.

Connect your Better Proposals and Insightly. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 53 actions between Better Proposals and Insightly.
Can’t find an action you need? Let us know.

Create CompanyCreate company in Better Proposals.Get Company DetailsRun a get company details action in Better Proposals.List CompaniesRun a list companies action in Better Proposals.Get Currency DetailsRun a get currency details action in Better Proposals.List CurrenciesRun a list currencies action in Better Proposals.Create Document TypeCreate document type in Better Proposals.List Document TypesRun a list document types action in Better Proposals.Create ProposalCreate proposal in Better Proposals.Create Proposal CoverCreate proposal cover in Better Proposals.Get Proposal DetailsRun a get proposal details action in Better Proposals.List New ProposalsRun a list new proposals action in Better Proposals.List Opened ProposalsRun a list opened proposals action in Better Proposals.List ProposalsRun a list proposals action in Better Proposals.List Sent ProposalsRun a list sent proposals action in Better Proposals.List Signed ProposalsRun a list signed proposals action in Better Proposals.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Better Proposals and Insightly.

MindCloud connects Better Proposals and Insightly so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.