Integrate Capsule CRM with ClickUp
Send information between Capsule CRM and ClickUp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in ClickUp each time a new task is created in Capsule CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to ClickUp every time a new task is added in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create a new task in ClickUp each time a new task is created in Capsule CRM
Capsule CRM + ClickUp
Build your own integrations between Capsule CRM and ClickUp
Connect Capsule CRM and ClickUp with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Capsule CRM and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
Folder updated
Triggers when any detail of an existing folder is updated
Time entry created
Triggers when a new time entry is created
Folder created
Triggers when a new folder is created
List created
Triggers when a new list is created
Task moved
Triggers when a task is moved in the selected space
List updated
Triggers when any detail of an existing list is updated
Task created
Triggers when a new task 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
All Actions - Actions are the automated tasks
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
Add comment
Adds a comment to the specified task
Create list
Creates a new list
Create subtask
Creates a new subtask under the specified task
Create checklist
Creates a checklist for the specified task
Create folder
Creates a new folder
Create task
Creates a new task under the selected list
Create task using template
Creates a new task using an existing template
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 Capsule CRM?
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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Siddharth Ahuja
CEO, Fabricroot
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
