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Proposify + Slack + ClickUp Integrations

How to connect Proposify + Slack + ClickUp

Zapier lets you send info between Proposify and Slack and ClickUp automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with Proposify + Slack + ClickUp

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Proposify, Slack, and ClickUp. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
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  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It

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How Proposify + Slack + ClickUp Integrations Work

  1. Step 1: Authenticate Proposify, Slack, and ClickUp.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
Learn more

Related categories

  • Proposal & Invoice Management
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

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