ClickUp + Jobber integrations
Create new tasks in ClickUp for approved quotes in Jobber
Manage your tasks efficiently with this workflow. Whenever a quote gets approved in Jobber, a new task is generated in ClickUp. This ensures you promptly act upon each approved quote, enhancing productivity while maintaining consistency across both platforms. This handy automation saves you time and helps keep your work streamlined.
- When this happens...Quote ApprovedTriggers when a quote is approved
- automatically do this!Create TaskCreates a new task.
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More things you can do with Jobber and ClickUp
Discover other triggers and actions you can use with Jobber and ClickUp
- New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant - Job Updated
Triggers when a job is updated
Try ItTriggerInstant
- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant - Quote Approved
Triggers when a quote is approved
Try ItTriggerInstant
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
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Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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