

Integrate Capsule CRM with ClickUp
Send information between Capsule CRM and ClickUp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new task in ClickUp each time a new task is created in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to ClickUp every time a new task is added in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task under the selected list in ClickUp.


Create a new task in ClickUp each time a new task is created in Capsule CRM
Capsule CRM + ClickUp

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Supported triggers and actions
Integrate Capsule CRM and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Person
Triggers when a new person is created on Capsule CRM

New User
Triggers when a new user is added

New Task
Triggers when a new open task is created

New Opportunity
Triggers when a new opportunity is created

New Case
Triggers when a new case is created

New Organization
Triggers when a new organization is created

List created
Triggers when a new list is created

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

Task moved
Triggers when a task is moved in the selected space

Time entry created
Triggers when a new time entry is created

List updated
Triggers when any detail of an existing list is updated

Task created
Triggers when a new task is created

Folder created
Triggers when a new folder is created

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

Folder updated
Triggers when any detail of an existing folder is updated
All Actions - Actions are the automated tasks

Create Opportunity
Creates a new opportunity

Create Person
Creates a new person on Capsule CRM

Create Task
Creates a new task

Create Case
Creates a new case

Find person
Finds the details of the specified person by ID

Create task
Creates a new task under the selected list

Create task using template
Creates a new task using an existing template

Add comment
Adds a comment to the specified task

Create list
Creates a new list

Create subtask
Creates a new subtask under the specified task

Create checklist
Creates a checklist for the specified task

Create folder
Creates a new folder

Update task custom field
Updates the details of an existing task custom field

Update task
Updates the details of the specified task

Update list
Updates the details of the specified list

Fetch task
Fetches the details of an existing task by ID and custom fields
What is Capsule CRM?
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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