Integrate Syncro with ClickUp
Send information between Syncro and ClickUp automatically, without writing any code, using Zoho Flow.
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Create a task in ClickUp each time a new order is made in Syncro
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in ClickUp whenever an order is created in Syncro.
How it works
- The flow triggers when a new purchase order is created in Syncro.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create a task in ClickUp each time a new order is made in Syncro
Syncro + ClickUp
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Supported triggers and actions
Integrate Syncro and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
RMM alert created
Triggers when a new RMM alert is created
Lead added
Triggers when a new lead is added
Item added
Triggers when a new item is added
Payment created
Triggers when a new payment is created
Invoice added
Triggers when a new invoice is added
Purchase order created
Triggers when a new purchase order is created
Product added
Triggers when a new product is added
Appointment added
Triggers when a new appointment is added
Vendor added
Triggers when a new vendor is added
Customer added
Triggers when a new customer is added
Ticket added
Triggers when a new ticket is added
Contact added
Triggers when a new contact is added
Contract added
Triggers when a new contract is added
Asset created
Triggers when a new asset is created
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
Task updated
Triggers when any detail of a task in the selected space is updated
Folder created
Triggers when a new folder is created
Task moved
Triggers when a task is moved in the selected space
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create vendor
Creates a vendor
Create customer
Creates a new customer
Create ticket
Creates a ticket
Create appointment
Creates a new appointment
Create payment
Creates a new payment
Create invoice
Creates a new invoice
Create contract
Creates a new contract
Create lead
Creates a new lead
Create product
Creates a new product
Create task using template
Creates a new task using an existing template
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 checklist
Creates a checklist for the specified task
Create list
Creates a new list
Update task custom field
Updates the details of an existing task custom field
Update task
Updates the details of the specified task
Update list
Updates the details of the specified list
Fetch task
Fetches the details of an existing task by ID and custom fields
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
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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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
