Skip to content

Agencyjoy + ClickUp

Agencyjoy + ClickUp

Agencyjoy + ClickUp integrations

Create ClickUp folders for new Agencyjoy clients

Use this template to create a folder in ClickUp for your project files when a new client is added to Agencyjoy.

When this happens...
New Client Is AddedTriggers when a new client is added in Agencyjoy.
TriggerInstant
automatically do this!
Create FolderTriggers when new folders are created.
ActionWrite

Start free with email

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Agencyjoy and ClickUp

Discover other triggers and actions you can use with Agencyjoy and ClickUp

- Workspace
  Required
- Stage
  Required
Trigger
Instant
Try It
- In which workspace you need to add the Lead?
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Choose Workspace
  Required
- Choose Activity Type
  Required
- Activity Name
- Guests
- Starts At
  Required
- Ends At
  Required
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Workspace in Agencyjoy
  Required
- Lead's name
  Required
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal Size
  Required
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write

- Workspace
  Required
- Lead Id
  Required
- Name
- Email
- Phone
- Company
- Title
- Stage
  Required
- Source
  Required
- Owner
  Required
- Currency
  Required
- Deal size
- Conversion Probability
- Website
- Privacy
  Required
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose Workspace
  Required
- Field to Search By
  Required
Action
Search

- Agencyjoy Workspace
  Required
- Field to Search By
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

- In which workspace you need to add the customer?
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Choose workspace
  Required
- Lead email (optional)
- Lead Id (optional)
Action
Write
- Agencyjoy Workspace
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace
  Required
- Customer Id
  Required
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- Currency
  Required
- Owner
  Required
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write
- Workspace
  Required
- Field to Search By
  Required
Action
Search
- Choose the workspace
  Required
- Team member's email or Full name
  Required
Action
Search
- Workspace in Agencyjoy
  Required
- Field to Search By
  Required
- Lead's name
  Required
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal Size
  Required
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or write
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

About Agencyjoy

Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.

Related categories

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Todoist

Task Management