Integrate ClickUp with Quotient

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

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Supported triggers and actions

Integrate ClickUp and Quotient using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

Task moved

Triggers when a task is moved in the selected space

Time entry created

Triggers when a new time entry 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 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

List updated

Triggers when any detail of an existing list is updated

Quote accepted

Triggers when a new quote is accepted

Quote Declined

Triggers when a quote is declined

Quote viewed by customer

Triggers when a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.

Question asked by customer

Triggers when a customer asks a new question

Quote Sent

Triggers when a new quote is sent

All Actions - Actions are the automated tasks

Create task

Creates a new task under the selected list

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Create folder

Creates a new folder

Create list

Creates a new list

Create subtask

Creates a new subtask under the specified task

Add comment

Adds a comment to the specified task

Update list

Updates the details of the specified list

Update task custom field

Updates the details of an existing task custom field

Update task

Updates the details of the specified task

Fetch task

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

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 Quotient?

Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.

Proposals & Invoices

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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