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ClickUp + DripJobs

ClickUp + DripJobs integrations

Create tasks in ClickUp when proposals are viewed in DripJobs

Effortlessly manage your tasks when a proposal is viewed in DripJobs, using this seamless workflow with ClickUp. As soon as a proposal gets viewed on DripJobs, a new task is instantly created in ClickUp, ensuring all your pending tasks are in one place, eliminating the need for manual transfers. This automation optimizes your project management by keeping all tasks up-to-date and freeing up time for other crucial areas of your business.

When this happens...
Proposal ViewedTriggers when a proposal is viewed by customer
TriggerInstant
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Create TaskCreates a new task.
ActionWrite

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More things you can do with DripJobs and ClickUp

Discover other triggers and actions you can use with DripJobs and ClickUp

Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Trigger
Instant
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Job Costing Completed
Triggers when a job costing is marked complete.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
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New Invoice Created
Triggers when a new invoice is created in DripJobs.
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Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
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Instant
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Proposal Viewed
Triggers when a proposal is viewed by customer
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Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
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Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Appointment Details
  Required
- Lead Source
  Required
- Preferred Date
  Required
- Another Date
- Preferred Time
  Required
- Assign To
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write
- Id
  Required
- Destination Stage
  Required
- Drip Sequence
- Pause Drips
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone
  Required
- Job Address
- Job City
- Job State
- Job Zip
- Start Time
  Required
- End Time
  Required
- Appointment Details
- Assign To
- Send Email Reminders
- Send Sms Reminders
- Send Email Notification
- Send Sms Notification
Action
Write
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

Card Label Changed
Triggers when a card label is changed
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Instant
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Incoming Text Message
Triggers when a new inbound text message is received.
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Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
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Instant
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New Email Received
Triggers when a customer email arrives in your DripJobs Inbox, including replies to proposals, invoices, change orders and drips. Requires "Route all email replies to DripJobs" to be turned on in Company Settings → Email Settings.
Trigger
Instant
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New Payment Received
Triggers when a payment is manually recorded on an invoice in DripJobs, including partial payments and deposits.
Trigger
Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
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Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Trigger
Instant
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Proposal Rejected
Triggers when a proposal is rejected by a customer or manually marked rejected by your team. Includes proposal, deal, and contact IDs plus the rejection reason.
Trigger
Instant
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- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Job Address
  Required
- Job City
  Required
- Job State
  Required
- Job Zip
  Required
- Start Time
  Required
- End Time
  Required
- Appointment Details
  Required
- Assign To
- Send Email Reminders
  Required
- Send Sms Reminders
  Required
- Drip Sequence
- Disable Drips
  Required
- Deal Name
Action
Write
- Lead Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
- Deal Name
Action
Write
- Contact Identifier
  Required
- Contact Identifier Type
- Message Content
  Required
- Sender
Action
Write
- Email
  Required
- Phone
Action
Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

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Related categories

Project Management

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Trello

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Asana

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About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Schedule new DripJobs estimates and instantly create corresponding tasks in ClickUp

Send chat messages to channel in ClickUp when proposals are accepted in DripJobs

Send chat messages to ClickUp channel when new on-site estimates are scheduled in DripJobs