ClickUp + Proposify
Create new ClickUp folders for won Proposify proposals
Celebrate your Proposify wins by staying organized in ClickUp with this efficient workflow. When a proposal is marked as won in Proposify, a new folder will be created in ClickUp, helping you manage your projects seamlessly. Keep your team on track and your documents in order as you grow your client base with this simple and effective automation.
Celebrate your Proposify wins by staying organized in ClickUp with this efficient workflow. When a proposal is marked as won in Proposify, a new folder will be created in ClickUp, helping you manage your projects seamlessly. Keep your team on track and your documents in order as you grow your client base with this simple and effective automation.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Folder
Triggers when new folders are created.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
