Integrate ClickUp with Salesmate
Send information between ClickUp and Salesmate automatically, without writing any code, using Zoho Flow.
Build your own integrations between ClickUp and Salesmate
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Supported triggers and actions
Integrate ClickUp and Salesmate 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
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
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
Create activity
Creates a new activity
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
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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CEO, Lakeside CNC Group
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Toto
Technical Engineer, Master Liveaboards
