Better Proposals + ClickUp
Create new tasks in ClickUp for every sent proposal in Better Proposals
Whenever a proposal is sent using Better Proposals, this workflow instantly creates a new task in ClickUp. This automation saves you time by removing the need for manual data entry, and ensures that you never miss a follow-up once your proposal has been sent. Stay ahead and keep your work organized with this efficient workflow integration between Better Proposals and ClickUp.
Whenever a proposal is sent using Better Proposals, this workflow instantly creates a new task in ClickUp. This automation saves you time by removing the need for manual data entry, and ensures that you never miss a follow-up once your proposal has been sent. Stay ahead and keep your work organized with this efficient workflow integration between Better Proposals and ClickUp.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Create Task
Creates a new task.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItWorkspaceRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Reaction(s)
WorkspaceRequired
Try It
