BookingKoala + ClickUp
Create tasks in ClickUp for every new quote in BookingKoala
Easily manage and organize tasks related to your BookingKoala quotes with ClickUp. With this workflow, every time a new quote is generated in BookingKoala, a corresponding task is immediately created in ClickUp. This keeps your team aligned and ensures no opportunity slips through the cracks. Make your booking processes smoother and more efficient with this BookingKoala to ClickUp automation.
Easily manage and organize tasks related to your BookingKoala quotes with ClickUp. With this workflow, every time a new quote is generated in BookingKoala, a corresponding task is immediately created in ClickUp. This keeps your team aligned and ensures no opportunity slips through the cracks. Make your booking processes smoother and more efficient with this BookingKoala to ClickUp automation.
- When this happens...New Quote
Triggered when quote is created.
- automatically do this!Create Task
Creates a new task.
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Booking Card Hold
Triggered when booking's card put on hold.
Try ItBooking Charge Declined
Triggered when booking charge is declined.
Try ItBooking Cancelled
Triggered when booking is cancelled.
Try ItCustomer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Try It
