Integrate Clientify with ClickUp
Send information between Clientify and ClickUp automatically, without writing any code, using Zoho Flow.
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Create tasks in ClickUp as tasks are initiated in Clientify
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to ClickUp every time a new task is added in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create tasks in ClickUp as tasks are initiated in Clientify
Clientify + ClickUp
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Supported triggers and actions
Integrate Clientify and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact 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 task
Creates a new task
Create deal
Creates a new deal
Create contact
Creates a new contact
Fetch user
Fetches the details of an existing user using ID
Fetch company
Fetches the details of an existing company using ID
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
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 Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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