Integrate SmartHR with ClickUp

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

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Create a task in ClickUp when a new employee is created in SmartHR

Ensure new employees are seamlessly integrated into the organization without any delays or oversights. This flow will establish a new task in ClickUp for every new employee created in SmartHR.

How it works
  1. The flow triggers when a new employee is added in SmartHR.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Create a task in ClickUp when a new employee is created in SmartHR

SmartHR + ClickUp

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Supported triggers and actions

Integrate SmartHR and ClickUp using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Employee added

Triggers when a new employee is added

Employee updated

Triggers when the details of an existing employee are updated

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

Invite user

Sends an invite to the specified user

Fetch employee

Fetches the details of an existing employee 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 SmartHR?

SmartHR is HR software that helps you manage employee data and core administrative processes such as onboarding, hiring, payroll, employee relations and more, in a single integrated solution.

HR

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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