Client Start-Up: Better Proposals, Google Drive folder docs and sheets, a QB Online, Slack, automated emails, ClickUp

“Anytime someone signs their proposal in Better Proposals, their Google Drive folder structure is created, Google doc and sheets templates are duplicated and put into their respective folders, a QB Online profile and invoices are created, slack channel created, slack notifications to relevant stakeholders, email goes out to Bookkeeper to send payment info to new client, ClickUp folder and lists are created from a template.”

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This Zap uses the following 8 apps

Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Google Drive (1.1.0)
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

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Create folder in Your App

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This Zap uses the following 8 apps

Filter by Zapier

Google Sheets

QuickBooks Online

Google Drive (1.1.0)

Gmail

Slack

ClickUp