Integrate Agile CRM with ClickUp
Send information between Agile CRM and ClickUp automatically, without writing any code, using Zoho Flow.
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Create tasks in ClickUp as tasks are initiated in Agile CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in ClickUp each time a new task is created in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create tasks in ClickUp as tasks are initiated in Agile CRM
Agile CRM + ClickUp
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Supported triggers and actions
Integrate Agile CRM and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
List created
Triggers when a new list is created
Time entry created
Triggers when a new time entry is created
Folder updated
Triggers when any detail of an existing folder is updated
Task status updated
Triggers when the status of a task in the selected space is updated
Task updated
Triggers when any detail of a task in the selected space is updated
Task created
Triggers when a new task is created
List updated
Triggers when any detail of an existing list is updated
Task moved
Triggers when a task is moved in the selected space
Folder created
Triggers when a new folder is created
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create folder
Creates a new folder
Create checklist
Creates a checklist for the specified task
Create subtask
Creates a new subtask under the specified task
Create list
Creates a new list
Add comment
Adds a comment to the specified task
Create task using template
Creates a new task using an existing template
Create task
Creates a new task under the selected list
Update list
Updates the details of the specified list
Update task
Updates the details of the specified task
Update task custom field
Updates the details of an existing task custom field
Fetch task
Fetches the details of an existing task by ID and custom fields
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
What is ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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