Better Proposals + ClickUp
Create tasks in ClickUp for new paid proposals in Better Proposals
Keep your projects on track by automatically creating tasks in ClickUp when a proposal is paid for in Better Proposals. With this workflow, whenever a client makes a payment on a proposal, a new task is instantly generated in ClickUp, helping you stay organized and prioritize tasks effectively. Say goodbye to manual task creation and streamline your project management process with this seamless automation.
Keep your projects on track by automatically creating tasks in ClickUp when a proposal is paid for in Better Proposals. With this workflow, whenever a client makes a payment on a proposal, a new task is instantly generated in ClickUp, helping you stay organized and prioritize tasks effectively. Say goodbye to manual task creation and streamline your project management process with this seamless automation.
- When this happens...Proposal Paid
Triggers when a proposal is paid.
- automatically do this!Create Task
Creates a new task.
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- 14 day trial for premium features & apps
New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItWorkspaceRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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
WorkspaceRequired
Try It
