--- title: "Connect Better Proposals and Centerflow - APIANT.ai" description: "When \"Proposal Opened\" fires in Better Proposals, your agent runs \"Create Contact\" in Centerflow." canonical: "https://apiant.ai/connect/better-proposals-to-centerflow" --- # Connect Better Proposals and Centerflow When **Proposal Opened** fires in [Better Proposals](https://apiant.ai/connections/better-proposals), your agent runs **Create Contact** in [Centerflow](https://apiant.ai/connections/centerflow), or **New Contact** in Centerflow to **Create a Proposal** in Better Proposals. Describe the whole flow and it is built, tested on every scenario and kept running. Better Proposals **3** triggers Better Proposals **1** action Centerflow **6** triggers Centerflow **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Better Proposals and Centerflow to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Better Proposals and Centerflow can do together ### From Better Proposals to Centerflow - When **Proposal Opened** in Better Proposals then **Create Contact** in Centerflow - When **Proposal Paid** in Better Proposals then **Create Lead** in Centerflow ### From Centerflow to Better Proposals - When **New Contact** in Centerflow then **Create a Proposal** in Better Proposals Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Better Proposals and Centerflow ## Triggers and actions 9 triggers ยท 12 actions - Trigger **Proposal Opened** Triggers when a proposal is opened. - Trigger **Proposal Paid** Triggers when a proposal is paid. - Trigger **Proposal Signed** Triggers when a proposal is signed. - Action **Create a Proposal** Creates a new proposal. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Order** Triggers when a new order is created. - Trigger **New Reservation** Triggers when a new reservation is created. - Trigger **Updated Contact** Triggers when an existing contact is updated. - Trigger **Updated Order** Triggers when an existing order is updated. - Trigger **Updated Reservation** Triggers when an existing reservation is updated. - Action **Create Contact** Creates a new contact in the system. - Action **Create Lead** Creates a lead in the system. - Action **Create Order** Creates a new order in the system. - Action **Create Reservation** Creates a new reservation in the system. - Action **Find Contact** Find a contact in the system. - Action **Find Lead** Find a lead in the system. - Action **Find Order** Find an order in the system. - Action **Update Contact** Updates a contact in the system. - Action **Update Lead** Updates a lead in the system. - Action **Update Order** Updates an order in the system. - Action **Update Reservation** Updates a reservation in the system. ## Each app on its own - [ **Better Proposals** Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed...](https://apiant.ai/connections/better-proposals) - [ **Centerflow** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connections/centerflow) Reviews ## What our customers say ## More from Better Proposals - [ **Better Proposals to DocuSeal** DocuSeal is an open-source platform for electronic document signing and management, offering secure, legally...](https://apiant.ai/connect/better-proposals-to-docuseal) - [ **Better Proposals to HTML/CSS to Image** HTML/CSS to Image is a tool for converting code into an image (jpg, png or webp).](https://apiant.ai/connect/better-proposals-to-html-css-to-image) - [ **Better Proposals to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/better-proposals-to-hubspot) - [ **Better Proposals to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/better-proposals-to-salesforce) - [ **Better Proposals to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/better-proposals-to-slack) - [ **Better Proposals to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/better-proposals-to-google-sheets) ## More into Centerflow - [ **ActiveCampaign to Centerflow** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-centerflow) - [ **Airtable to Centerflow** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-centerflow) - [ **Asana to Centerflow** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-centerflow) - [ **Brevo to Centerflow** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-centerflow) - [ **Calendly to Centerflow** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-centerflow) - [ **Capsule CRM to Centerflow** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-centerflow) Questions ## Better Proposals and Centerflow, answered ### ### What can start an automation from Better Proposals? Any of Better Proposals's 3 triggers in the catalog, including Proposal Opened, Proposal Paid and Proposal Signed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Centerflow when something happens in Better Proposals? Any of Centerflow's 11 actions, including Create Contact, Create Lead, Create Order and Create Reservation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Centerflow to Better Proposals? Yes. When something happens in Centerflow, your agent can act in Better Proposals too. This page covers both directions: Centerflow's triggers and Better Proposals's actions are listed here as well. ### ### Do I have to build a connector for Better Proposals or Centerflow? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Better Proposals and Centerflow without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.