Better Proposals + ClickUp

Create new folders in ClickUp when proposals get signed in Better Proposals

Keep your project management streamlined and organized with this useful setup. When a proposal gets signed in Better Proposals, an associated folder is created promptly in ClickUp. This simple automation ensures that all your signed proposal related documents are stored cohesively, simplifying access, and enhancing organization. Increase your productivity, keep projects orderly, and minimize manual work with this effective workflow.

Keep your project management streamlined and organized with this useful setup. When a proposal gets signed in Better Proposals, an associated folder is created promptly in ClickUp. This simple automation ensures that all your signed proposal related documents are stored cohesively, simplifying access, and enhancing organization. Increase your productivity, keep projects orderly, and minimize manual work with this effective workflow.

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

    Triggers when a proposal is signed.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Folder

    Triggers when new folders are created.

    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 more

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 more

Related categories

  • Project Management

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