Better Proposals + ClickUp + Email by Zapier Integrations

How to connect Better Proposals + ClickUp + Email by Zapier

Zapier lets you send info between Better Proposals and ClickUp and Email by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Better Proposals + ClickUp + Email by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Better Proposals, ClickUp, and Email by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • Short Description

    • Brand

    • Cover

    • Template

    • Currency

    • Add Tax to the Proposal?

    • Tax Name (e.g. VAT, IVA, GST)

    • Tax Percentage

    • Recipient First Name

    • Recipient Last Name

    • Recipient Email Address

    • Eligible to Sign

    Action
    Write
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It

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How Better Proposals + ClickUp + Email by Zapier Integrations Work

  1. Step 1: Authenticate Better Proposals, ClickUp, and Email by Zapier.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn moreHelp

Related categories

  • Project Management

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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Learn moreHelp

Related categories

  • Email
  • Zapier