1.Triggers on proposal opened
Integrate Better Proposals to detect proposal opened events and start the alert workflow in ClickUp.
Send proposal view alert to the assigned owner
Automatically monitor proposal opened activity across Better Proposals and ClickUp. Get instant alerts when proposal opened, proposal viewed, or proposal re-openedβso you can notify the assigned owner, create follow-up tasks, and update client status without manual follow-up chasing.
How this automation accelerates owner follow-up
When a proposal is opened but nothing alerts the owner, follow-up slows and engagement slips. This automation watches proposal open events and creates chat messages and follow-up tasks in ClickUp, then updates client task statusβso your team can act immediately.
Better Proposalsor swap with your favorite app
2.Creates chat message
Integrate ClickUp, team chat workflows, and workspace mapping tools to create a contextual chat message for the assigned owner.
ClickUpor swap with your favorite app
3.Creates follow-up task
Integrate ClickUp and task tracking tools to create a follow-up task and set the assignee and due date.
4.Updates client task status
Integrate ClickUp and task status controls to update an existing client task to the quote opened state.
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