Integrate ClickUp with Jetpack CRM

Send information between ClickUp and Jetpack CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between ClickUp and Jetpack CRM

Connect ClickUp and Jetpack CRM 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 ClickUp and Jetpack CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Folder updated

Triggers when any detail of an existing folder is updated

Time entry created

Triggers when a new time entry is created

List created

Triggers when a new list is created

Folder created

Triggers when a new folder 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

Task created

Triggers when a new task is created

Task updated

Triggers when any detail of a task in the selected space is updated

Task status updated

Triggers when the status of a task in the selected space is updated

Contact status updated

Triggers when the status of an existing contact is updated

Transaction created

Triggers when a new transaction is created

Contact updated

Triggers when the details of an existing contact is updated

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Invoice updated

Triggers when the details of an existing invoice is updated

Quote created

Triggers when a new quote is created

Company created

Triggers when a new company is created

Quote accepted

Triggers when an existing quote is accepted

All Actions - Actions are the automated tasks

Create task

Creates a new task under the selected list

Create subtask

Creates a new subtask under the specified task

Add comment

Adds a comment to the specified task

Create folder

Creates a new folder

Create list

Creates a new list

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Update task

Updates the details of the specified task

Update list

Updates the details of the specified list

Update task custom field

Updates the value of a custom field in an existing task

Fetch task

Fetches the details of an existing task by ID and custom fields

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch quote

Fetches the details of an existing quote

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.

Project Management

What is Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM WordPress Plugins

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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