ClickUp + Proposify
Create tasks in ClickUp for newly won proposals in Proposify
Celebrate your Proposal Won events in Proposify by effortlessly managing tasks in ClickUp. With this workflow, whenever you win a proposal in Proposify, it will create a new task in ClickUp. Stay organized and ensure timely follow-ups by keeping all your tasks in one place, streamlining your sales process and boosting productivity.
Celebrate your Proposal Won events in Proposify by effortlessly managing tasks in ClickUp. With this workflow, whenever you win a proposal in Proposify, it will create a new task in ClickUp. Stay organized and ensure timely follow-ups by keeping all your tasks in one place, streamlining your sales process and boosting productivity.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Task
Creates a new task.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
