ClickUp + Proposify
Initiate task creation in ClickUp for each new proposal sent through Proposify
Boost your efficiency with this seamless integration between Proposify and ClickUp. Once a proposal is sent through Proposify, a corresponding task is instantly set up in ClickUp. This smooth process not only enhances your operational flow but also ensures every proposal sent is accounted for prompt action. Bridge your proposal and task management effortlessly, keeping your team apprised and focused on critical operations.
Boost your efficiency with this seamless integration between Proposify and ClickUp. Once a proposal is sent through Proposify, a corresponding task is instantly set up in ClickUp. This smooth process not only enhances your operational flow but also ensures every proposal sent is accounted for prompt action. Bridge your proposal and task management effortlessly, keeping your team apprised and focused on critical operations.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Create Task
Creates a new task.
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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
