Create project list in ClickUp and send welcome email via Gmail after proposal is signed in Better Proposals
Create project list in ClickUp and send welcome email via Gmail after proposal is signed in Better Proposals
Create a new project list in ClickUp and send a welcome email via Gmail when a proposal is signed in Better Proposals. This ensures a smooth onboarding process for new marketing clients, enhancing engagement and clarity.
Workflow preview:
Zap details:
Overview
Create a new project list in ClickUp and send a welcome email via Gmail when a proposal is signed in Better Proposals. This ensures a smooth onboarding process for new marketing clients, enhancing engagement and clarity.