Integrate Outreach with ClickUp
Send information between Outreach and ClickUp automatically, without writing any code, using Zoho Flow.
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Set up a new task in ClickUp whenever a new task is initiated in Outreach
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in ClickUp whenever a new task is initiated in Outreach.
How it works
- The flow triggers when a task is created or deleted in Outreach.
- Zoho Flow creates a new task under the selected list in ClickUp.
Set up a new task in ClickUp whenever a new task is initiated in Outreach
Outreach + ClickUp
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Supported triggers and actions
Integrate Outreach and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sequence created or deleted
Triggers when a sequence is created or deleted
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Sequence state updated
Triggers when the state of an existing sequence is updated
Task updated
Triggers when any detail of an existing task is updated
Prospect updated
Triggers when any detail of an existing prospect is updated
Account updated
Triggers when any detail of an existing account is updated
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Mail updated
Triggers when any detail of an existing mail is updated
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Task created or deleted
Triggers when a task is created or deleted
Account created or deleted
Triggers when an account is created or deleted
Sequence updated
Triggers when any detail of an existing sequence is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Prospect created or deleted
Triggers when a prospect is created or deleted
Call created or deleted
Triggers when a call is created or deleted
Call updated
Triggers when any detail of an existing call is updated
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
Create task
Creates a new task
Add prospect to sequence
Adds a prospect to the specified sequence
Add prospect
Adds a new prospect
Log call
Logs a new call
Create opportunity
Creates a new opportunity
Create account
Creates a new account
Add recipient
Adds a new recipient
Update account
Updates the details of an existing account
Update prospect
Updates an existing prospect
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch sequence
Fetches the details of a sequence by its name
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch call - By ID
Fetches the details of an existing call by ID
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch account - By name
Fetches the details of an existing account by name
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch user - By ID
Fetches the details of an existing user by 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 Outreach?
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.
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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