Better Proposals + Chatwork Integration

Integrate Better Proposals to Chatwork in one click, or tell Integrately AI how you want each proposal handled. Notify your team, create follow-up tasks, open new project rooms, and streamline your workflow instantly.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Chatwork
    Send Message in Chatwork
  • Chatwork
    Create Task in Chatwork
  • Chatwork
    Create Room in Chatwork

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Ready Workflows Ready Workflows for Better Proposals + Chatwork Integration

Notify your team when a proposal is signed, create follow-up tasks, open new rooms for deals, and keep your communication streamlined, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Better Proposals + Chatwork flow

Extend your proposal workflows by syncing data to CRMs, cloud storage, support desks, and team channels. Pick a combination and activate it in one click.

Better Proposals
Chatwork
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PipedrivePipedrive (4)
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Google DriveGoogle Drive (4)
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SalesforceSalesforce (4)
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HubSpotHubSpot (4)
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GmailGmail (4)
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SlackSlack (4)
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Create a Pipedrive deal when a Better Proposals proposal is created, and send a confirmation in Chatwork.
New Better Proposals proposals instantly generate corresponding deals in Pipedrive while notifying your team in Chatwork, removing manual data entry.
B
P
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When a Better Proposals proposal is signed, update the Pipedrive deal and alert your team in Chatwork.
Signed Better Proposals proposals update your Pipedrive deal stage automatically and trigger a celebratory alert in Chatwork.
B
P
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Create a Pipedrive activity when a Better Proposals proposal is sent, and open a discussion room in Chatwork.
Sent Better Proposals proposals automatically log an activity in Pipedrive and set up a dedicated Chatwork room for follow-up.
B
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Use ChatGPT to evaluate proposal budgets in Better Proposals, update Pipedrive, and notify Chatwork.
Use ChatGPT to review proposal values, update Pipedrive records accordingly, and brief your team in Chatwork.

Supported triggers and actions for Better Proposals and Chatwork

Mix and match to build the exact automation you need

Better Proposals
Better Proposals Triggers & Actions
Proposal is signed in Better Proposals
Triggers the automation when a proposal document is signed
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Proposal is created in Better Proposals
Triggers the automation when a new proposal is created
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Proposal is sent in Better Proposals
Triggers the automation when a proposal is sent
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Proposal is opened in Better Proposals
Triggers the automation when a proposal is opened
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Create proposal in Better Proposals
Generates a new proposal
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Chatwork
Chatwork Triggers & Actions
No trigger is available
Send Message in Chatwork
Delivers a message to a designated recipient
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Create Task in Chatwork
Creates a new task
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Create Room in Chatwork
Generates a new virtual meeting space
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What can you automate with Better Proposals + Chatwork?

Streamline your proposal lifecycle by connecting document creation, signature events, and team communication into one automated workflow.

What you can automate?
🚀
Notify team instantly when proposals are signed
Automatically send a message in Chatwork the moment a client signs a proposal in Better Proposals. Your team hears about the win right away without manual checking.
📝
Capture every submitted proposal detail
Map all available Better Proposals fields into Chatwork messages and tasks instead of only basic names. Your team receives complete context for every client interaction.
🔔
Alert the right person upon proposal opening
Trigger an immediate Chatwork notification whenever a prospective client opens your Better Proposals document. Sales reps can follow up while interest is highest.
🔀
Route messages based on proposal values
Send high-value proposal alerts to executive Chatwork rooms and standard proposal notices to general sales channels. Tailor your communication flow automatically.
🔄
Keep project status updated across tools
Update team tasks and discussion rooms in Chatwork as proposals move from created to sent, opened, and signed. Maintain alignment at every project stage.
📁
Prevent duplicate records and tasks
Create organized tasks and rooms in Chatwork only when genuine proposal events occur. Avoid redundant notifications and keep your workspace clean.
Handle signature and completion milestones
Trigger automated onboarding tasks in Chatwork as soon as Better Proposals confirms a signed agreement. Seamlessly transition from sales to delivery.
🔌
Extend your workflow to Pipedrive
Connect Better Proposals and Chatwork with Pipedrive to create deals, log activities, and notify your sales team in one unified pipeline.
And much more...

Who is Better Proposals + Chatwork integration for?

Sales managers, account executives, and business owners who need to bridge proposal updates with team communication channels without manual updates.

Sales Directors
Sales Directors
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Sales Operations Teams
Sales Operations Teams
Project Managers
Project Managers
Finance Auditors
Finance Auditors
📈
Sales Directors
You're reviewing proposal metrics across multiple deals but your tracking logs only update when someone manually checks Better Proposals, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new proposal lands in your tracking channels instantly and your pipeline stays current.
Account Executives
You need to act the moment a client reviews a proposal, but you only find out after checking dashboards hours later, missing the ideal window for outreach — automating both apps means every proposal open triggers an immediate alert in Chatwork so you can reach out while the client is still looking.
🤝
Client Success Managers
You answer to management who want to see signed proposals immediately, but documents get buried in email threads before anyone notices — integrating these apps means every signed proposal instantly notifies your team channel in Chatwork so onboarding can begin without delay.
📋
Sales Operations Teams
The volume of outgoing proposals is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned tasks — with this integration, every proposal event automatically creates tasks and room discussions in Chatwork so nothing falls through the cracks.
💼
Project Managers
You own project kickoff and depend on sales to hand over signed agreements, but information gets delayed between closing and project setup — connecting these apps means signed proposals instantly alert your project room in Chatwork with all necessary client details.
🔍
Finance Auditors
You need a reliable history of proposal creation and signature events, but keep finding gaps where manual logging was forgotten — this integration means every proposal status change is automatically recorded and notified, ensuring a complete and verifiable paper trail.
Our team

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Why choose Integrately to automate Better Proposals + Chatwork

Build and manage your Better Proposals + Chatwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Better Proposals + Chatwork with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Frequently Asked Questions

How do I connect Better Proposals to Chatwork?
Frequently Asked Questions
You can connect Better Proposals to Chatwork easily using ready workflows or Integrately AI, along with tools like Pipedrive and Slack in 1-click setup.
Can I automatically send a Chatwork message when a proposal is signed in Better Proposals?
Frequently Asked Questions
Can I connect Better Proposals, Chatwork, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Chatwork?
Frequently Asked Questions
How does Better Proposals handle proposal creation events in automations?
Frequently Asked Questions
How are messages and tasks created in Chatwork when a proposal triggers an automation?
Frequently Asked Questions
Can I set up this automation without writing any code?
Frequently Asked Questions
Is the Better Proposals and Chatwork integration free?
Frequently Asked Questions
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You Can Also Connect Better Proposals or Chatwork With 1500+ Other Apps

Better Proposals
Popular Better Proposals Integrations
Connect Better Proposals to billing, CRM, and scheduling tools to manage documents and client onboarding efficiently.
Chatwork
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