Integrate Capsule CRM with ClickUp
Send information between Capsule CRM and ClickUp automatically, without writing any code, using Zoho Flow.
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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 Organization
Triggers when a new organization is created
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Opportunity
Triggers when a new opportunity is created
Task status updated
Triggers when the status of a task in the selected space is updated
List created
Triggers when a new list is created
List updated
Triggers when any detail of an existing list is updated
Folder updated
Triggers when any detail of an existing folder is updated
Folder created
Triggers when a new folder is created
Task created
Triggers when a new task is created
Time entry created
Triggers when a new time entry is created
Task moved
Triggers when a task is moved in the selected space
Task updated
Triggers when any detail of a task in the selected space is updated
All Actions - Actions are the automated tasks
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
Create subtask
Creates a new subtask under the specified task
Create task
Creates a new task under the selected list
Create checklist
Creates a checklist for the specified task
Create task using template
Creates a new task using an existing template
Create list
Creates a new list
Create folder
Creates a new folder
Add comment
Adds a comment to the specified task
Update task custom field
Updates the details of an existing task custom field
Update list
Updates the details of the specified list
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 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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