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.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Folder
Triggers when new folders are created.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Try It
