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Integrate Agile CRM with ClickUp
Send information between Agile CRM and ClickUp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create tasks in ClickUp as tasks are initiated in Agile CRM
Agile CRM + ClickUp
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Build your own integrations between Agile CRM and ClickUp
Connect Agile CRM and ClickUp with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
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List created
Triggers when a new list is created
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Time entry created
Triggers when a new time entry is created
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Folder updated
Triggers when any detail of an existing folder is updated
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Task status updated
Triggers when the status of a task in the selected space is updated
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Task updated
Triggers when any detail of a task in the selected space is updated
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Task created
Triggers when a new task is created
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List updated
Triggers when any detail of an existing list is updated
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Task moved
Triggers when a task is moved in the selected space
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Folder created
Triggers when a new folder is created
All Actions - Actions are the automated tasks
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Add note to contact
Adds a note to an existing contact
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Create Deal
Creates a new deal
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Create Task
Creates a task for the selected contact
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Create Ticket
Creates a new ticket
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Create Event
Creates a new event
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Add note to deal
Adds a note to an existing deal
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Create Company
Creates a new company
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Create Contact
Creates a new contact
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Update Company
Updates the details of an existing Company based on company ID
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Update Task
Updates the details of an existing Task based on task ID
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Create folder
Creates a new folder
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Create checklist
Creates a checklist for the specified task
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Create subtask
Creates a new subtask under the specified task
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Create list
Creates a new list
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Add comment
Adds a comment to the specified task
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Create task using template
Creates a new task using an existing template
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Create task
Creates a new task under the selected list
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Update list
Updates the details of the specified list
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Update task
Updates the details of the specified task
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Update task custom field
Updates the details of an existing task custom field
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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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