Integrate ClickUp with Jetpack CRM
Send information between ClickUp and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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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.
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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