Better Proposals + Confluence Integration

Integrate Better Proposals to Confluence in one click, or tell Integrately AI how you want each proposal handled. Create documentation, update project spaces, notify your team, and track deal progress automatically.

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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
  • Confluence
    Page or blog is posted in Confluence
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Confluence
    Create page or blog post in Confluence

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Ready WorkflowsReady Workflows   for Better Proposals + Confluence Integration

Create documentation, organise proposal details, update spaces, alert your team, and track statuses, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Better Proposals + Confluence flow

Keep communication channels active, sync client details with your CRM, and store documents safely after your proposals and pages are generated. Pick a combination and activate it in one click.

Better Proposals
Confluence
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SlackSlack (5)
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Jira Software CloudJira Software Cloud (4)
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SalesforceSalesforce (4)
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HubSpotHubSpot (4)
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Google DriveGoogle Drive (4)
+
TrelloTrello (4)
B
C
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Create a Confluence page for every new Better Proposals proposal, and notify your team on Slack
New Better Proposals proposals instantly generate Confluence pages while your team hears about it in Slack, removing manual page creation.
B
C
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When a Better Proposals proposal is signed, create a Confluence page and notify your account manager on Slack
Signed proposals trigger Confluence page creation and alert your account manager on Slack instantly.
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C
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When a Better Proposals proposal is sent, create a Confluence page and post an update in Slack
Every sent proposal creates a Confluence tracking page and notifies your sales channel in Slack.
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C
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When a Better Proposals proposal is opened, create a Confluence page and alert your team in Slack
Client engagement in Better Proposals generates a Confluence tracking page and sends a Slack alert.
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C
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Use Claude to summarise every signed Better Proposals proposal, create a Confluence page, and notify Slack
Claude generates proposal summaries before creating Confluence pages and notifying your team in Slack.

Supported triggers and actions for Better Proposals and Confluence

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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Confluence
Confluence Triggers & Actions
Page or blog is posted in Confluence
Triggers the automation when a new page or blog post is published
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Create page or blog post in Confluence
Generates a new page or blog post for user input
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What can you automate with Better Proposals + Confluence?

Connect Better Proposals and Confluence to handle documentation, updates, and team notifications automatically.

What you can automate?
📑
Create Confluence pages from new proposals
Generate a Confluence documentation page automatically the moment a new proposal is created in Better Proposals, removing manual transcription work.
📝
Capture every proposal detail in documentation
Map all submitted client requirements, pricing terms, and scope details directly into your Confluence pages instead of basic titles.
🔔
Notify your team when proposals are signed
Send instant alerts to your team channels the moment a client signs a proposal in Better Proposals and Confluence pages are built.
🔀
Route workflows based on proposal value
Trigger different Confluence page templates or department alerts depending on the specific budget tier submitted in Better Proposals.
🔄
Keep Confluence pages updated as proposals change
Automatically update existing Confluence documentation whenever proposal terms or pricing are edited in Better Proposals.
🗂️
Prevent duplicate pages with smart lookups
Search existing Confluence spaces before creating new pages to ensure each proposal links to a unique record.
📈
Handle proposal status changes instantly
Trigger documentation updates when proposals move from sent and opened to signed or declined.
🔌
Extend your workflow to Slack
Connect Better Proposals and Confluence to Slack so your team receives instant updates whenever new documentation is generated.
And much more...

Who is Better Proposals + Confluence integration for?

Teams managing client proposals and team documentation depend on synchronized records to eliminate manual copying and maintain accurate project histories.

Finance Managers
Finance Managers
Sales Managers
Sales Managers
Account Managers
Account Managers
Operations Coordinators
Operations Coordinators
Project Managers
Project Managers
Documentation Specialists
Documentation Specialists
📈
Finance Managers
You review signed proposals in Better Proposals to track incoming revenue, but your Confluence documentation spaces are only updated when someone manually types out the details, so the financial summaries you rely on are always hours behind — with this integration, every signed proposal creates a Confluence page instantly and your records stay current.
Sales Managers
You track outbound proposals in Better Proposals but need your team spaces updated in Confluence immediately when clients engage, but manual handoffs cause frustrating delays in team communication — this integration means every proposal event generates a Confluence page automatically and your team acts without delay.
🤝
Account Managers
You coordinate client onboarding based on completed Better Proposals agreements, but missing documentation leaves your team scrambling for project specs — automating both apps means every signed agreement creates a structured Confluence page and client handoffs happen smoothly.
📊
Operations Coordinators
You manage high volumes of client proposals in Better Proposals and struggle to keep Confluence spaces updated by hand as deal counts increase — connecting these apps means every proposal action populates Confluence pages instantly and your administrative backlog disappears.
🎯
Project Managers
You depend on upstream proposal sign-offs in Better Proposals to initiate project documentation in Confluence, but manual copying leads to gaps in project briefs — automating both apps means every signed contract populates Confluence spaces accurately and your project kickoff runs on time.
🗂️
Documentation Specialists
You maintain organised knowledge bases in Confluence that rely on accurate data from Better Proposals agreements, but manual transcription errors create unreliable archives — integrating these apps means every proposal creates verified Confluence pages and your documentation history stays pristine.
Our team

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Why choose Integrately to automate Better Proposals + Confluence

Build and manage your Better Proposals + Confluence 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 + Confluence 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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Frequently Asked Questions

How do I connect Better Proposals to Confluence?
Frequently Asked Questions
You can connect Better Proposals to Confluence using 1-click automations on Integrately. Start with a ready template or ask Integrately AI to build the workflow. You can also integrate Slack, Jira Software Cloud, and HubSpot.
Can I automatically create a Confluence page when a proposal is signed in Better Proposals?
Frequently Asked Questions
Can I connect Better Proposals, Confluence, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Confluence?
Frequently Asked Questions
How does Better Proposals data get transferred to Confluence?
Frequently Asked Questions
Can I organise Confluence pages automatically from proposal events?
Frequently Asked Questions
Do I need coding skills to automate Better Proposals and Confluence?
Frequently Asked Questions
Is the Better Proposals and Confluence integration free?
Frequently Asked Questions
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You Can Also Connect Better Proposals or Confluence With 1500+ Other Apps

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Confluence
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