Better Proposals + ClickUp

Create tasks in ClickUp for new paid proposals in Better Proposals

Keep your projects on track by automatically creating tasks in ClickUp when a proposal is paid for in Better Proposals. With this workflow, whenever a client makes a payment on a proposal, a new task is instantly generated in ClickUp, helping you stay organized and prioritize tasks effectively. Say goodbye to manual task creation and streamline your project management process with this seamless automation.

Keep your projects on track by automatically creating tasks in ClickUp when a proposal is paid for in Better Proposals. With this workflow, whenever a client makes a payment on a proposal, a new task is instantly generated in ClickUp, helping you stay organized and prioritize tasks effectively. Say goodbye to manual task creation and streamline your project management process with this seamless automation.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Paid

    Triggers when a proposal is paid.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Better Proposals triggers, actions, and search

    Proposal Opened

    Triggers when a proposal is opened.

    Trigger
    Scheduled
    Try It
  • Better Proposals triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent.

    Trigger
    Scheduled
    Try It
    • CompanyRequired

    • Short Description

    • Brand

    • Cover

    • Template

    • Currency

    • Add Tax to the Proposal?

    • Tax Name (e.g. VAT, IVA, GST)

    • Tax Percentage

    • Recipient First Name

    • Recipient Last Name

    • Recipient Email Address

    • Eligible to Sign

    Action
    Write
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn moreHelp

Related categories

  • Proposal & Invoice Management
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn moreHelp

Related categories

  • Project Management

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