Schedule new DripJobs estimates and instantly create corresponding tasks in ClickUp
Streamline your operations with this seamless process. When you finalize an on-site estimate schedule in DripJobs, a matching task is created in ClickUp. This helps to keep your operations organized and bolsters your productivity by cutting out the need for manual data input.
Streamline your operations with this seamless process. When you finalize an on-site estimate schedule in DripJobs, a matching task is created in ClickUp. This helps to keep your operations organized and bolsters your productivity by cutting out the need for manual data input.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
Try It
Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
Try It