ClickUp + Ignition
Create tasks in ClickUp for new proposals awaiting acceptance in Ignition
Easily manage your proposals and tasks with this efficient workflow between Ignition and ClickUp. When a proposal in Ignition moves to the Awaiting Acceptance stage, this automation will create a corresponding task in ClickUp for seamless tracking. Keep your team on track by saving time and reducing manual work, so you can focus on what matters most.
Easily manage your proposals and tasks with this efficient workflow between Ignition and ClickUp. When a proposal in Ignition moves to the Awaiting Acceptance stage, this automation will create a corresponding task in ClickUp for seamless tracking. Keep your team on track by saving time and reducing manual work, so you can focus on what matters most.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
- automatically do this!Create Task
Creates a new task.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try It
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Try It
