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ClickUp + Ignition

Create new ClickUp folders when proposals are accepted in Ignition

Stay organized and efficient with this Ignition to ClickUp automation. Whenever a proposal is approved in Ignition, a corresponding folder will quickly be created in your ClickUp, helping you maintain smooth project management. This workflow ensures that you consistently reflect your sales activity in your project planning, simplifying your day-to-day operations.

Stay organized and efficient with this Ignition to ClickUp automation. Whenever a proposal is approved in Ignition, a corresponding folder will quickly be created in your ClickUp, helping you maintain smooth project management. This workflow ensures that you consistently reflect your sales activity in your project planning, simplifying your day-to-day operations.

  1. When this happens...
    IgnitionIgnition
    Proposal Accepted

    Triggers when a proposal is accepted.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Folder

    Triggers when new folders are created.

    ActionWrite
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Supported triggers and actions

  • Ignition triggers, actions, and search

    Proposal Completed

    Triggers when a proposal is completed. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Moved to Awaiting Acceptance

    Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Saved as Draft

    Triggers when a proposal is moved to draft state. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Archived

    Triggers when a proposal is archived. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Marked as Lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Proposal Revoked

    Triggers when a proposal is revoked. Does not work with Classic proposals.

    Trigger
    Instant
    Try It
  • Ignition triggers, actions, and search

    Classic Proposal State Changed

    Triggers when a proposal's state changes. Only works with Classic proposals

    Trigger
    Instant
    Try It
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About ClickUp

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

Related categories

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About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.