ClickUp + Email by Zapier + Proposify Integrations
How to connect ClickUp + Email by Zapier + Proposify
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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 ClickUp, Email by Zapier, and Proposify. And don’t forget that you can add more apps and actions to create complex workflows.
New FolderTriggers when new folders are created.Trigger- New ListTriggers when new lists are created.Trigger
- New TaskTriggers when tasks are added.Trigger
- Task ChangesTriggers when a task changes.Trigger
- New ChecklistAdd a checklist to a taskAction
- Create FolderCreates a new folderAction
- Create ListCreates a new listAction
- Post a Task CommentPost a comment to a taskAction
- ClickUp
Add time tracked to a task
Scheduled
Action
- ClickUp
Post an attachment to a task.
Scheduled
Action
- ClickUp
Creates a new subtask
Scheduled
Action
- ClickUp
Creates a new task.
Scheduled
Action
- ClickUp
Updates an existing task.
Scheduled
Action
- ClickUp
Find an existing task.
Scheduled
Action
- Email by Zapier
Triggers when an email is forwarded to your own custom
Instant
Trigger
- Email by Zapier
Triggers when an email that you've enabled read receipts on via our
Instant
Trigger
- Email by Zapier
Send an email from your own custom
Scheduled
Action
- Proposify
Triggers when a client has left a comment on the client view.
Instant
Trigger
- Proposify
Triggers when a user creates a new client.
Instant
Trigger
- Proposify
Triggers when a proposal is created.
Instant
Trigger
- Proposify
Triggers when a Proposal is declined by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Triggers when a proposal is signed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is viewed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is accepted by a client.
Instant
Trigger
- Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Creates a new client.
Scheduled
Action
- Proposify
Creates a new proposal.
Scheduled
Action
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How ClickUp + Email by Zapier + Proposify Integrations Work
- Step 1: Authenticate ClickUp, Email by Zapier, and Proposify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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