Integrate Salesflare with ClickUp
Send information between Salesflare and ClickUp automatically, without writing any code, using Zoho Flow.
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Create tasks in ClickUp as tasks are initiated in Salesflare
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 Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create tasks in ClickUp as tasks are initiated in Salesflare
Salesflare + ClickUp
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Supported triggers and actions
Integrate Salesflare and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
New account
Triggers when a new account is created
New opportunity
Triggers when a new opportunity 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 call
Creates a new call
Create account
Creates a new account
Create contact
Creates a new contact
Add user to account
Adds an existing user to the selected account
Add contact to account
Adds an existing contact to the selected account
Create meeting
Creates a new meeting
Create task
Creates a new task
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch person
Fetches a person by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
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 Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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CEO, Lakeside CNC Group
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