Create ClickUp tasks from new form cases in Siteglide
Send new sales inquiry form cases from Siteglide to your ClickUp sales board.
Send new sales inquiry form cases from Siteglide to your ClickUp sales board.
- When this happens...New Form Case
Triggers when a form is submitted and a case is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Task
Creates a new task.
ActionWriteCreate a new record or update an existing record in your app.
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New CRM User
Triggers when a new user is added to your websites CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWebApp IDRequired
Properties
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planModule IDRequired
Properties
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planForm IDRequired
User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
NameRequired
SlugRequired
Weighting
Item EnabledRequired
Release Date (UTC)Required
Expiry Date (UTC)Required
Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email AddressRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
Name
Slug
Weighting
Detail View Enabled
Meta Title
Meta Description
Open Graph Title
Open Graph Description
Open Graph Type
Twitter Type
Image Alt
Parent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module
Item ID
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebApp
Item ID
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appModule IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWebApp IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appReaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Thread
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Name
Content
Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
Task Description
Markdown Content
Assignee Emails
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Subtitle
DocumentRequired
PageRequired
Content
Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Space
Folder
List
Document nameRequired
Name match condition
Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Updated CRM User
Triggers when a CRM User is updated
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWebApp IDRequired
Properties
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
SlugRequired
Weighting
Detail View Enabled
Meta Title
Meta Description
Open Graph Title
Open Graph Description
Open Graph Type
Twitter Type
Image Alt
Parent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
SlugRequired
Weighting
Item Enabled
Release Date (UTC)
Expiry Date (UTC)
Categories
Name
Enabled
Name
Enabled
Chargeable Price
Product Code (SKU)
Display Only Price
Parent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebAppRequired
NameRequired
SlugRequired
Weighting
Item Enabled
Release Date (UTC)
Expiry Date (UTC)
Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Name
Email Address
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
NameRequired
ID
Name
Enabled
ID
Name
Enabled
Chargeable Price
Product Code (SKU)
Display Only Price
Parent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form IDRequired
Filter
ActionThis is an event a Zap performs.SearchFind existing data in your appID or Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appItem IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask
Include subtask?
Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document name (title)
Subtitle
Markdown Content
Content
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app