ClickUp + Simpro
Create tasks in ClickUp from new quotes in Simpro
Make your team's workflow seamless and efficient with this Simpro-ClickUp integration. Every time a new quote is generated in Simpro, this setup will automatically create a task in ClickUp. This ensures the right people can take action immediately, helping to speed up your business process and promote better organization and productivity.
Make your team's workflow seamless and efficient with this Simpro-ClickUp integration. Every time a new quote is generated in Simpro, this setup will automatically create a task in ClickUp. This ensures the right people can take action immediately, helping to speed up your business process and promote better organization and productivity.
- When this happens...New Quote
Triggers when a quote is created.
- automatically do this!Create Task
Creates a new task.
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About ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.