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Integrate Agile CRM with ClickUp
Send information between Agile CRM and ClickUp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create tasks in ClickUp as tasks are initiated in Agile CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in ClickUp each time a new task is created in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task under the selected list in ClickUp.
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Create tasks in ClickUp as tasks are initiated in Agile CRM
Agile CRM + ClickUp
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Build your own integrations between Agile CRM and ClickUp
Connect Agile CRM and ClickUp with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Task
Triggers when a new task is created
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New Ticket
Triggers when a new ticket is created
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New Deal
Triggers when a new deal is created
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Time entry created
Triggers when a new time entry is created
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List created
Triggers when a new list is created
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Task status updated
Triggers when the status of a task in the selected space is updated
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Folder updated
Triggers when any detail of an existing folder is updated
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List updated
Triggers when any detail of an existing list is updated
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Task created
Triggers when a new task is created
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Task updated
Triggers when any detail of a task in the selected space is updated
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Folder created
Triggers when a new folder is created
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Task moved
Triggers when a task is moved in the selected space
All Actions - Actions are the automated tasks
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Create Ticket
Creates a new ticket
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Create Contact
Creates a new contact
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Create Company
Creates a new company
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Create Task
Creates a task for the selected contact
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Create Event
Creates a new event
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Create Deal
Creates a new deal
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Create task using template
Creates a new task using an existing template
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Add comment
Adds a comment to the specified task
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Create folder
Creates a new folder
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Create task
Creates a new task under the selected list
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Create subtask
Creates a new subtask under the specified task
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Create checklist
Creates a checklist for the specified task
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Create list
Creates a new list
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Update task custom field
Updates the details of an existing task custom field
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Update task
Updates the details of the specified task
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Update list
Updates the details of the specified list
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Fetch task
Fetches the details of an existing task by ID and custom fields
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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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