Integrate Kylas with ClickUp
Send information between Kylas and ClickUp automatically, without writing any code, using Zoho Flow.
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Set up tasks in ClickUp when new tasks are initiated in Kylas
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in ClickUp whenever a new task is initiated in Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task under the selected list in ClickUp.
Set up tasks in ClickUp when new tasks are initiated in Kylas
Kylas + ClickUp
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Supported triggers and actions
Integrate Kylas and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created or updated
Triggers when a deal is created or updated
Lead updated
Triggers when the details of an existing lead are updated
Lead created
Triggers when a new lead is created
Deal updated
Triggers when the details of an existing deal are updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Task created or updated
Triggers when a task is created or updated
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Lead created or updated
Triggers when a lead is created or updated
Call logs created or updated
Triggers when a call log is created or updated
Task updated
Triggers when the details of an existing task are updated
Company updated
Triggers when the details of an existing company are updated
Contact created
Triggers when a new contact 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 task
Creates a new task
Create contact
Creates a new contact
Create product or service
Creates a new product or service
Create company
Creates a new company
Create lead
Creates a new lead
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Update lead
Updates the details of an existing lead
Update company
Updates the details of an existing company
Close lead
Close the specified lead
Update product or service
Updates the details of an existing product or service
Close deal
Closes the specified deal
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch company
Fetches the details of an existing company using ID
Fetch product or service
Fetches the details of an existing product or service using 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 Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
Similar apps
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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Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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