Better Proposals + ClickUp
Send channel messages in ClickUp when new proposals are signed in Better Proposals
Ensure immediate team communication whenever a proposal is signed in Better Proposals. With this workflow, a chat message gets dispatched to a designated ClickUp channel as soon as there's a confirmation of a signed proposal. It's an ideal solution for keeping your team on the ball and fostering efficient collaboration in getting the contract work started.
Ensure immediate team communication whenever a proposal is signed in Better Proposals. With this workflow, a chat message gets dispatched to a designated ClickUp channel as soon as there's a confirmation of a signed proposal. It's an ideal solution for keeping your team on the ball and fostering efficient collaboration in getting the contract work started.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Send Chat Message to Channel
Post a message to a specific channel you choose.
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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
Reaction(s)
WorkspaceRequired
Try It
