Create new project and tasks in ClickUp from Proposify proposal acceptance, and add client info to Google Sheets
Create new project and tasks in ClickUp from Proposify proposal acceptance, and add client info to Google Sheets
Create new projects and tasks in ClickUp when a proposal is accepted in Proposify, ensuring all relevant client information is captured in Google Sheets for organized project management and faster onboarding.
Zap details:
Overview
Create new projects and tasks in ClickUp when a proposal is accepted in Proposify, ensuring all relevant client information is captured in Google Sheets for organized project management and faster onboarding.