--- title: "Connect Better Proposals and DecisionRules - APIANT.ai" description: "When \"Proposal Opened\" fires in Better Proposals, your agent runs \"Add folder\" in DecisionRules." canonical: "https://apiant.ai/connect/better-proposals-to-decisionrules" --- # Connect Better Proposals and DecisionRules When **Proposal Opened** fires in [Better Proposals](https://apiant.ai/connections/better-proposals), your agent runs **Add folder** in [DecisionRules](https://apiant.ai/connections/decisionrules), or **New Rules** in DecisionRules 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 DecisionRules **1** trigger DecisionRules **10** 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 DecisionRules 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 DecisionRules can do together ### From Better Proposals to DecisionRules - When **Proposal Opened** in Better Proposals then **Add folder** in DecisionRules - When **Proposal Paid** in Better Proposals then **Add rule** in DecisionRules ### From DecisionRules to Better Proposals - When **New Rules** in DecisionRules 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 DecisionRules ## Triggers and actions 4 triggers ยท 11 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 Rules** Fires once for each new rule or rule flow added to the DecisionRules space. - Action **Add folder** Create a folder under a node. - Action **Add rule** Create a rule in a space. - Action **Add rule version** Create a new version of a rule. - Action **Add tags to rule** Add tags to a rule. - Action **Delete rule** Delete a rule or rule version. - Action **Get rule** Gets the latest version of a rule by its ID or alias, regardless of publication status. - Action **List folders** Get the root folder tree. - Action **List rules** List rules in a space. - Action **Update rule** Update a rule version. - Action **Update rule status** Publish/pending/archive a rule version. ## 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) - [ **DecisionRules** DecisionRules is a no-code business rule engine that lets you automate and manage complex decision logic...](https://apiant.ai/connections/decisionrules) 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](https://apiant.ai/connect/better-proposals-to-google-sheets) ## More into DecisionRules - [ **ActiveCampaign to DecisionRules** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-decisionrules) - [ **Airtable to DecisionRules** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-decisionrules) - [ **Asana to DecisionRules** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-decisionrules) - [ **ClickUp to DecisionRules** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-decisionrules) - [ **Brevo to DecisionRules** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-decisionrules) - [ **Calendly to DecisionRules** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-decisionrules) Questions ## Better Proposals and DecisionRules, 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 DecisionRules when something happens in Better Proposals? Any of DecisionRules's 10 actions, including Update rule, Update rule status, Add folder and Add rule. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DecisionRules to Better Proposals? Yes. When something happens in DecisionRules, your agent can act in Better Proposals too. This page covers both directions: DecisionRules's triggers and Better Proposals's actions are listed here as well. ### ### Do I have to build a connector for Better Proposals or DecisionRules? 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 DecisionRules 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.