ClickUp + Jobber
Create new tasks in ClickUp for approved quotes in Jobber
Manage your tasks efficiently with this workflow. Whenever a quote gets approved in Jobber, a new task is generated in ClickUp. This ensures you promptly act upon each approved quote, enhancing productivity while maintaining consistency across both platforms. This handy automation saves you time and helps keep your work streamlined.
Manage your tasks efficiently with this workflow. Whenever a quote gets approved in Jobber, a new task is generated in ClickUp. This ensures you promptly act upon each approved quote, enhancing productivity while maintaining consistency across both platforms. This handy automation saves you time and helps keep your work streamlined.
- When this happens...Quote Approved
Triggers when a quote is approved
- automatically do this!Create Task
Creates a new task.
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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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About Jobber
Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.