Integrate PartnerStack with ClickUp

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

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Supported triggers and actions

Integrate PartnerStack and ClickUp using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer event occurred

Triggers when a customer is created, updated, or deleted

Transaction event occurred

Triggers when a transaction is created or deleted

Partner event occurred

Triggers when a partnership is created, updated, or deleted

Lead event occurred

Triggers when a lead is created, updated, closed, approved, or declined

Reward event occurred

Triggers when a reward is created, updated, restored, or declined

Deal event occurred

Triggers when a new deal is created, or when the amount, stage, or close date of a deal is updated

Offer event occurred

Triggers when an offer is created, updated, or deleted

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

Task moved

Triggers when a task is moved in the selected space

Time entry created

Triggers when a new time entry is created

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

Folder updated

Triggers when any detail of an existing folder is updated

List updated

Triggers when any detail of an existing list is updated

All Actions - Actions are the automated tasks

Create activity

Creates an activity for a partner or customer

Create customer

Creates a new customer

Create partner

Creates a new partner

Create transaction

Creates a new transaction

Update partner

Updates the details of an existing partner

Update customer

Updates the details of an existing customer

Fetch partner

Fetches details of an existing partner by email address or key

Fetch customer

Fetches details of an existing customer by email address or key

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Create task

Creates a new task under the selected list

Create subtask

Creates a new subtask under the specified task

Add comment

Adds a comment to the specified task

Create folder

Creates a new folder

Create list

Creates a new list

Update task

Updates the details of 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

Fetch task

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

What is PartnerStack?

PartnerStack is a growth automation platform that helps you automatically incentivize and reward partners like resellers, consultants, and ambassadors. You can create custom referral links and company pages, send email campaigns, and track the performance of your partners with detailed analytics.

Marketing Automation

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

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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