ClickUp + Nusii Proposals
Create tasks in ClickUp for new accepted proposals in Nusii Proposals
When a proposal is accepted in Nusii Proposals, streamline your workflow by instantly creating a task in ClickUp. This integration simplifies your process, ensuring you can tackle the agreed-upon tasks promptly without manual data entry. It saves you time by turning accepted proposals into actionable tasks.
When a proposal is accepted in Nusii Proposals, streamline your workflow by instantly creating a task in ClickUp. This integration simplifies your process, ensuring you can tackle the agreed-upon tasks promptly without manual data entry. It saves you time by turning accepted proposals into actionable tasks.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Task
Creates a new task.
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Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Locale
Currency
Street Address
Postcode
City
Country
State
Website
PDF Page Size
Notes
