Proposify + ClickUp Integrations
Put Proposify + ClickUp to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Proposify and ClickUp
See the kind of workflows teams build with Proposify and ClickUp below — describe the exact one you want above and the Agent builds it on demand.
Proposify + ClickUp
Update task status in ClickUp when a proposal document is lost in Proposify.
Generate invoices when project milestones finish
When a task is completed in ClickUp, automatically create an invoice in Proposify so billing occurs immediately without delay.
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Move project tasks when invoices become overdue
When an invoice is marked overdue in Proposify, automatically move the associated project task in ClickUp to an on-hold stage.
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Add task notes when client payments are received
When a payment is received in Proposify, automatically add a comment to the client task in ClickUp confirming payment receipt.
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Browse the full workflow library →
Looking to achieve something else with Proposify and ClickUp?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Proposify and ClickUp
Everything Proposify and ClickUp can do inside a workflow — the triggers that start one and the actions that run when it fires.
Proposify Explore Proposify →
Proposify is a proposal management application that enables sales teams to build, deliver, and digitally sign business documents.
TriggersTriggers when a new document is created.
Triggers when a document is marked as lost.
Triggers when a document is sent to a client.
Triggers when a document is signed by a client.
Triggers when a document is viewed by a client.
Triggers when a document is marked as won.
Creates a new company.
Creates a new contact.
Creates a new document from a template.
ClickUp Explore ClickUp →
ClickUp is an all-in-one productivity platform that combines task management, document editing, goal tracking, and project planning in one interface.
Knit's Integrations Agent builds ClickUp's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against ClickUp's API.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Proposify + ClickUp
Is there a pre-built Proposify + ClickUp automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Proposify and ClickUp's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Proposify or ClickUp connector?
No. The Agent works whether or not Proposify or ClickUp already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting ClickUp with Proposify help our finance team?
It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.
Can payment updates in Proposify alter project tasks in ClickUp?
Yes, when a payment is received or an invoice becomes overdue in Proposify, you can automatically move or update tasks in ClickUp.