Integrate LionDesk with ClickUp
Send information between LionDesk 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 LionDesk
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in ClickUp whenever a new task is initiated in LionDesk.
How it works
- The flow triggers when a new task is created in LionDesk.
- Zoho Flow creates a new task under the selected list in ClickUp.
Set up tasks in ClickUp when new tasks are initiated in LionDesk
LionDesk + ClickUp
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Supported triggers and actions
Integrate LionDesk and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
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
Time entry created
Triggers when a new time entry 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
Folder updated
Triggers when any detail of an existing folder is updated
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
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create event
Creates a new event
Fetch contact
Fetches an existing contact
Add comment
Adds a comment to the specified task
Create folder
Creates a new folder
Create task
Creates a new task under the selected list
Create subtask
Creates a new subtask under the specified task
Create task using template
Creates a new task using an existing template
Create checklist
Creates a checklist for the specified task
Create list
Creates a new list
Update list
Updates the details of the specified list
Update task custom field
Updates the details of an existing task custom field
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 LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
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
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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
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