Better Proposals + ClickUp

Generate new Better Proposals as tasks change in ClickUp

Streamline your proposal creation process with this handy workflow. Whenever a task is updated in ClickUp, a new proposal will be generated in Better Proposals. Not only does this save time but it ensures your proposals are immediately updated and in tune with your latest tasks. Make the most of your productivity tools and keep your proposal pipeline flowing smoothly.

When this happens...
Task Changes
Triggers when a task changes.
TriggerInstant
automatically do this!
Create a Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Action
Write

- Message TextRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
Action
Write

- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search
Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
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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
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- Include a link to this Zap?
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task IdRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
Try It

About Better Proposals

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

Learn more Help

Related categories

Proposal & Invoice Management

About ClickUp

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

Learn more Help

Related categories

Project Management

Similar apps

Related Zap Templates

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

Better Proposals + ClickUp

Generate new Better Proposals as tasks change in ClickUp

New Message Posted to Channel

New Comment on a Task

New List

Task Changes

Archive or Delete Task

Send Direct Message

Include a link to this Zap?

Create Space

Create Folder

Post a Task Comment

Include a link to this Zap?

Post Attachment

Create Task

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

Check Plan Bandage

Proposal Opened

Proposal Sent

Create a Proposal

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

New Reaction Added to Chat Message

Reaction(s)

New Folder

New Task

New Time Entry

New Checklist

Send Chat Message to Channel

Include a link to this Zap?

Create Custom Field

Description

Required in tasks

Pinned

Visible to guests

Create List

Time Tracked

Create Subtask

Task Description

Markdown Content

Assignee Emails

Priority

Due Date

Start Date

Update Custom Field Value

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find the Most Recent Task

Find Task by ID

New Proposal

Proposal Paid

Proposal Signed

About Better Proposals

Related categories

About ClickUp

Related categories

Similar apps

Trello

Asana

Todoist

Related Zap Templates

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