ClickUp + QuoteMachine
Create tasks in ClickUp for new proposed quotes in QuoteMachine
Efficiently manage your sales process with this streamlined workflow between QuoteMachine and ClickUp. Whenever a new proposed quote is generated in QuoteMachine, a corresponding task will be created in ClickUp, helping your team stay organized and ensuring timely follow-ups. This automation saves time and keeps everyone on track, so you can focus on closing more deals.
Efficiently manage your sales process with this streamlined workflow between QuoteMachine and ClickUp. Whenever a new proposed quote is generated in QuoteMachine, a corresponding task will be created in ClickUp, helping your team stay organized and ensuring timely follow-ups. This automation saves time and keeps everyone on track, so you can focus on closing more deals.
- When this happens...Proposed Quote
Triggers when a quote is proposed to a customer.
- automatically do this!Create Task
Creates a new task.
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Contact Created
Triggers when an contact is created.
Try ItContact Updated
Triggers when an contact is updated.
Try ItInvoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Try ItOrder Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Try It
