ClickUp + Ignition
Create new tasks in ClickUp when proposals are marked as lost in Ignition
Whenever a proposal is marked as lost in the Ignition app, this workflow instantaneously generates a new task in ClickUp. This neat process ensures you're immediately taking the necessary steps to recover lost opportunities without having to manually create each task. Now, managing your business becomes more streamlined and efficient, enabling you to focus on other crucial areas.
Whenever a proposal is marked as lost in the Ignition app, this workflow instantaneously generates a new task in ClickUp. This neat process ensures you're immediately taking the necessary steps to recover lost opportunities without having to manually create each task. Now, managing your business becomes more streamlined and efficient, enabling you to focus on other crucial areas.
- When this happens...Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
- automatically do this!Create Task
Creates a new task.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try It
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Try It
