Better Proposals + Rezdy Integration

Integrate Better Proposals to Rezdy in one click, or tell Integrately AI how you want each order handled. Automatically generate client documents, update your records, alert your team, and send follow-ups the moment a booking comes in.

Free foreverFree forever.
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
  • Rezdy
    Order is created in Rezdy Instant
  • Rezdy
    Order is updated in Rezdy Instant
  • Rezdy
    Order is canceled in Rezdy Instant
  • Rezdy
    Customer is created in Rezdy Instant
  • Rezdy
    Product is created in Rezdy Instant
  • Rezdy
    Product is updated in Rezdy Instant
  • Rezdy
    Product is deleted in Rezdy Instant
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals

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Ready WorkflowsReady Workflows   for Better Proposals + Rezdy Integration

Generate proposals from new bookings, update client records, notify your sales team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Better Proposals + Rezdy flow

Connect accounting, calendar, payment, and messaging tools to handle client invoicing, scheduling, and team notifications once your proposal and booking workflows finish. Pick a combination and activate it in one click.

Better Proposals
Rezdy
+
StripeStripe (3)
+
Google CalendarGoogle Calendar (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
Google DriveGoogle Drive (3)
R
B
S
When a Rezdy order is created, create a Better Proposals proposal and generate a payment link in Stripe
New Rezdy orders immediately generate a proposal in Better Proposals and a matching payment link in Stripe, so clients can pay without delay.
B
R
S
When a Better Proposals proposal is signed, create a customer in Rezdy and record the payment in Stripe
Signed proposals automatically register a new customer in Rezdy and log the transaction in Stripe, keeping your financial records aligned.
R
B
S
When a Rezdy order is updated, update the proposal in Better Proposals and update the customer record in Stripe
Order modifications in Rezdy update the corresponding Better Proposals document and adjust customer billing details in Stripe automatically.

Supported triggers and actions for Better Proposals and Rezdy

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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Rezdy
Rezdy Triggers & Actions
Instant
Order is created in Rezdy
Triggers the automation when a new order is created
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Instant
Order is updated in Rezdy
Triggers the automation when any order is updated
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Instant
Order is canceled in Rezdy
Triggers the automation when an order is canceled
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Instant
Customer is created in Rezdy
Triggers the automation when a new customer is created
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Instant
Product is created in Rezdy
Triggers the automation when a new product is created
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Instant
Product is updated in Rezdy
Triggers the automation when a product is updated
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Instant
Product is deleted in Rezdy
Triggers the automation when a product is deleted
Try it →
No action is available

What can you automate with Better Proposals + Rezdy?

Streamline your proposal generation and booking management by connecting Rezdy triggers directly to Better Proposals actions.

What you can automate?
🚀
Generate proposals from new bookings automatically
Trigger a new proposal in Better Proposals the moment an order is created in Rezdy, eliminating manual document creation.
📝
Capture every submitted booking and customer field
Map all available Rezdy customer and product details directly into Better Proposals documents without leaving gaps.
🔔
Alert your team instantly when proposals are signed
Notify staff members the second a client signs a Better Proposals document so onboarding can begin right away.
🔀
Route workflows based on submitted order criteria
Handle VIP bookings differently from standard tours by applying conditional logic across your proposals and customer records.
🔄
Keep proposal documents updated as orders change
Automatically adjust Better Proposals records whenever a Rezdy order or guest count is updated by the client.
🔍
Prevent duplicate customer records across systems
Search existing profiles before creating new entries in Better Proposals and Rezdy to keep your database clean.
Handle order cancellations and document updates
Update proposal statuses and trigger internal notifications immediately when a Rezdy order is canceled.
🔗
Extend your booking workflow to external tools
Connect your core Better Proposals and Rezdy data to Slack, Stripe, or Google Drive for complete operational coverage.
And much more...

Who is Better Proposals + Rezdy integration for?

Tour operators, booking managers, and sales teams using Better Proposals and Rezdy can eliminate manual data entry and streamline client onboarding instantly.

Finance managers
Finance managers
Booking managers
Booking managers
Tour operators
Tour operators
Sales representatives
Sales representatives
Operations directors
Operations directors
Customer success leads
Customer success leads
📈
Finance managers
You're reviewing revenue reports but your booking figures only update when someone manually exports orders, so the financial metrics you're tracking against are always a few hours behind — connecting these apps means every new order updates your financial records instantly and your data stays current.
Booking managers
You manage high reservation volumes but miss critical client details when transferring information by hand, so customer onboarding gets delayed — with this integration, every new booking triggers proposal generation automatically and your team responds without delay.
🤝
Tour operators
You answer to clients who expect immediate confirmation after booking, but manual paperwork slows down your response time — automating both apps means client documents are created instantly and your service delivery remains seamless.
📊
Sales representatives
You handle dozens of inquiries daily and waste hours copy-pasting customer details between platforms, so potential leads slip through the cracks — this integration means all client data syncs without manual effort and your pipeline stays organized.
⚙️
Operations directors
You depend on upstream booking data to schedule guides and equipment, but manual handovers cause scheduling errors — automating both apps means every order flows directly into your proposal and booking systems without missing a step.
🗂️
Customer success leads
You need a reliable history of client agreements and reservations, but fragmented systems leave gaps in your records — connecting these apps means every customer interaction and signed document is logged accurately.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Better Proposals + Rezdy

Build and manage your Better Proposals + Rezdy 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 + Rezdy 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 Rezdy?
Frequently Asked Questions
You can connect Better Proposals to Rezdy in 1 click using ready templates or Integrately AI. Pair them with Stripe, Slack, or Google Calendar to automate your entire booking workflow.
Can I automatically create proposals when new Rezdy orders are created?
Frequently Asked Questions
Can I connect Better Proposals, Rezdy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Rezdy?
Frequently Asked Questions
How does Better Proposals handle data syncing with Rezdy?
Frequently Asked Questions
Can Rezdy order updates modify Better Proposals documents?
Frequently Asked Questions
Do I need coding skills to automate Better Proposals and Rezdy?
Frequently Asked Questions
Is the Better Proposals and Rezdy integration free?
Frequently Asked Questions
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